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 | $50,322 | $81,460-38.2% | $103,333-51.3% | $80,856-37.8% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 15.24% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,448 | $3,105-53.4% | $3,868-62.6% | $2,755-47.4% |
| Participant deferral / active EE | $1,831 | $3,869-52.7% | $5,057-63.8% | $4,296-57.4% |
| Admin fee / account holder | $254 | $6,566-96.1% | $8,355-97.0% | $6,918-96.3% |