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 | $45,016 | $140,940-68.1% | $112,229-59.9% | $139,434-67.7% |
| Participation rate | 93.8% | 79.2%+14.6pp | 72.4%+21.3pp | 80.3%+13.4pp |
| Annual return | 22.03% | 32.71%-10.7pp | 30.20%-8.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $8,539 | $4,283+99.4% | $3,430+148.9% | $4,751+79.7% |
| Participant deferral / active EE | $4,033 | $5,874-31.3% | $4,798-15.9% | $6,710-39.9% |
| Admin fee / account holder | $78 | $9,954-99.2% | $7,748-99.0% | $11,403-99.3% |