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 | $68,587 | $102,616-33.2% | $81,983-16.3% | $158,922-56.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 23.36% | 61.04%-37.7pp | 41.31%-17.9pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,197 | $3,240-32.2% | $2,498-12.1% | $4,761-53.9% |
| Participant deferral / active EE | $10,184 | $4,648+119.1% | $3,722+173.6% | $5,982+70.2% |
| Admin fee / account holder | $12 | $8,235-99.9% | $5,664-99.8% | $11,246-99.9% |