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 | $86,399 | $69,207+24.8% | $64,056+34.9% | $139,434-38.0% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 20.27% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,050 | $3,182-35.6% | $2,747-25.4% | $4,751-56.9% |
| Participant deferral / active EE | $8,040 | $4,682+71.7% | $3,880+107.2% | $6,710+19.8% |
| Admin fee / account holder | $49 | $4,244-98.8% | $3,068-98.4% | $11,403-99.6% |