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 | $39,528 | $176,812-77.6% | $146,665-73.0% | $167,490-76.4% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 35.21% | 24.03%+11.2pp | 22.74%+12.5pp | 478.56%-443.3pp |
| Employer contribution / active EE | $2,143 | $5,160-58.5% | $4,136-48.2% | $4,837-55.7% |
| Participant deferral / active EE | $6,407 | $6,440-0.5% | $5,506+16.4% | $6,341+1.0% |
| Admin fee / account holder | $193 | $13,259-98.5% | $10,280-98.1% | $12,309-98.4% |