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 5-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 | $66,853 | $100,773-33.7% | $88,946-24.8% | $142,382-53.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.51% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,935 | $2,918+137.7% | $2,555+171.4% | $4,299+61.3% |
| Participant deferral / active EE | $4,020 | $5,230-23.1% | $4,581-12.3% | $6,507-38.2% |
| Admin fee / account holder | $133 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |