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 8-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 | $57,255 | $111,754-48.8% | $103,333-44.6% | $145,922-60.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,414 | $4,212-42.7% | $3,868-37.6% | $4,660-48.2% |
| Participant deferral / active EE | $5,231 | $5,619-6.9% | $5,057+3.4% | $6,688-21.8% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |