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 6-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 | $18,478 | $133,922-86.2% | $116,228-84.1% | $142,382-87.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 19.18% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,085 | $3,446-39.5% | $2,994-30.4% | $4,299-51.5% |
| Participant deferral / active EE | $2,389 | $5,672-57.9% | $4,953-51.8% | $6,507-63.3% |
| Admin fee / account holder | $64 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |