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 | $54,772 | $91,190-39.9% | $178,490-69.3% | $79,858-31.4% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 14.57% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,804 | $3,256-44.6% | $5,011-64.0% | $2,471-27.0% |
| Participant deferral / active EE | $4,242 | $3,236+31.1% | $5,202-18.4% | $3,740+13.4% |
| Admin fee / account holder | $105 | $6,751-98.4% | $13,984-99.2% | $5,306-98.0% |