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 | $32,232 | $65,365-50.7% | $92,893-65.3% | $72,985-55.8% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 73.18% | 42.10%+31.1pp | 109.41%-36.2pp | 81.00%-7.8pp |
| Employer contribution / active EE | $4,038 | $2,594+55.7% | $3,653+10.6% | $2,440+65.5% |
| Participant deferral / active EE | $9,045 | $3,128+189.1% | $4,236+113.5% | $3,607+150.7% |
| Admin fee / account holder | $100 | $4,251-97.6% | $5,794-98.3% | $5,124-98.0% |