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 | $35,605 | $110,261-67.7% | $95,745-62.8% | $139,434-74.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 26.01% | 27.11%-1.1pp | 28.35%-2.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $4,689 | $3,257+44.0% | $2,835+65.4% | $4,751-1.3% |
| Participant deferral / active EE | $8,097 | $4,676+73.2% | $4,245+90.8% | $6,710+20.7% |
| Admin fee / account holder | $16 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |