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 3-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 | $27,789 | $69,207-59.8% | $64,056-56.6% | $139,434-80.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 28.10% | 45.88%-17.8pp | 33.69%-5.6pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,632 | $3,182-17.3% | $2,747-4.2% | $4,751-44.6% |
| Participant deferral / active EE | $10,149 | $4,682+116.8% | $3,880+161.6% | $6,710+51.2% |
| Admin fee / account holder | $159 | $4,244-96.2% | $3,068-94.8% | $11,403-98.6% |