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 | $41,817 | $100,773-58.5% | $88,946-53.0% | $142,382-70.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 22.70% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,716 | $2,918+61.6% | $2,555+84.6% | $4,299+9.7% |
| Participant deferral / active EE | $9,967 | $5,230+90.6% | $4,581+117.6% | $6,507+53.2% |
| Admin fee / account holder | $269 | $9,693-97.2% | $8,261-96.7% | $12,624-97.9% |