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 | $44,963 | $114,381-60.7% | $107,525-58.2% | $142,382-68.4% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 20.86% | 242.71%-221.8pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,045 | $4,015-24.2% | $3,754-18.9% | $4,299-29.2% |
| Participant deferral / active EE | $5,573 | $5,564+0.2% | $5,116+8.9% | $6,507-14.4% |
| Admin fee / account holder | $57 | $9,860-99.4% | $8,919-99.4% | $12,624-99.5% |