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 | $42,903 | $179,726-76.1% | $156,263-72.5% | $142,382-69.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 18.37% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,259 | $5,069-55.4% | $4,333-47.9% | $4,299-47.5% |
| Participant deferral / active EE | $3,313 | $6,956-52.4% | $6,158-46.2% | $6,507-49.1% |
| Admin fee / account holder | $39 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |