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 | $34,489 | $157,256-78.1% | $141,162-75.6% | $152,861-77.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 23.21% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,499 | $5,261-14.5% | $4,735-5.0% | $4,762-5.5% |
| Participant deferral / active EE | $14,945 | $7,109+110.2% | $6,709+122.8% | $5,850+155.5% |
| Admin fee / account holder | $142 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |