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 | $70,817 | $172,111-58.9% | $150,298-52.9% | $137,256-48.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.00% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,775 | $4,636-61.7% | $4,154-57.3% | $4,156-57.3% |
| Participant deferral / active EE | $8,776 | $6,166+42.3% | $5,453+60.9% | $6,407+37.0% |
| Admin fee / account holder | $8 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |