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 | $39,872 | $116,167-65.7% | $64,489-38.2% | $137,256-71.0% |
| Participation rate | 88.9% | 68.2%+20.7pp | 67.7%+21.2pp | 80.0%+8.9pp |
| Annual return | 15.54% | 36.55%-21.0pp | 55.03%-39.5pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,760 | $2,483+11.2% | $1,523+81.2% | $4,156-33.6% |
| Participant deferral / active EE | $10,769 | $4,215+155.5% | $2,778+287.6% | $6,407+68.1% |
| Admin fee / account holder | $265 | $6,188-95.7% | $4,260-93.8% | $12,270-97.8% |