See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,866 | $111,754-25.0% | $103,333-18.8% | $145,922-42.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.71% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $10,764 | $4,212+155.5% | $3,868+178.3% | $4,660+131.0% |
| Participant deferral / active EE | $9,436 | $5,619+67.9% | $5,057+86.6% | $6,688+41.1% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |