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 | $25,100 | $76,367-67.1% | $93,606-73.2% | $72,985-65.6% |
| Participation rate | 79.8% | 71.7%+8.0pp | 75.8%+3.9pp | 69.5%+10.3pp |
| Annual return | 239.73% | 25.82%+213.9pp | 32.76%+207.0pp | 81.00%+158.7pp |
| Employer contribution / active EE | $2,745 | $2,275+20.6% | $2,718+1.0% | $2,440+12.5% |
| Participant deferral / active EE | $6,526 | $3,538+84.5% | $4,069+60.4% | $3,607+80.9% |
| Admin fee / account holder | $6 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |