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 | $38,493 | $61,774-37.7% | $97,226-60.4% | $80,856-52.4% |
| Participation rate | 77.6% | 63.5%+14.0pp | 72.7%+4.9pp | 67.6%+9.9pp |
| Annual return | 12.38% | -557.90%+570.3pp | 75.13%-62.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,045 | $1,837+65.8% | $2,729+11.6% | $2,755+10.5% |
| Participant deferral / active EE | $4,911 | $3,029+62.1% | $4,264+15.2% | $4,296+14.3% |
| Admin fee / account holder | $24 | $5,166-99.5% | $5,654-99.6% | $6,918-99.7% |