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 | $93,783 | $111,754-16.1% | $103,333-9.2% | $145,922-35.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.70% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,309 | $4,212-21.5% | $3,868-14.5% | $4,660-29.0% |
| Participant deferral / active EE | $7,506 | $5,619+33.6% | $5,057+48.4% | $6,688+12.2% |
| Admin fee / account holder | $92 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |