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 5-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 | $32,031 | $102,317-68.7% | $146,958-78.2% | $80,856-60.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 31.56% | 134.76%-103.2pp | 418.34%-386.8pp | 35.59%-4.0pp |
| Employer contribution / active EE | $1,612 | $3,713-56.6% | $4,933-67.3% | $2,755-41.5% |
| Participant deferral / active EE | $8,148 | $6,644+22.6% | $8,070+1.0% | $4,296+89.7% |
| Admin fee / account holder | $12 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |