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 | $30,946 | $91,190-66.1% | $178,490-82.7% | $79,858-61.2% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 21.37% | 24.19%-2.8pp | 151.07%-129.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,171 | $3,256-33.3% | $5,011-56.7% | $2,471-12.1% |
| Participant deferral / active EE | $3,888 | $3,236+20.2% | $5,202-25.2% | $3,740+4.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |