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 7-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 | $48,602 | $74,888-35.1% | $71,209-31.7% | $142,382-65.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.18% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,914 | $2,854+37.1% | $2,721+43.8% | $4,299-9.0% |
| Participant deferral / active EE | $6,641 | $4,454+49.1% | $4,175+59.1% | $6,507+2.1% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |