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 | $23,537 | $118,450-80.1% | $98,439-76.1% | $139,434-83.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 15.47% | 18.94%-3.5pp | 21.16%-5.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,278 | $3,609-9.2% | $3,048+7.5% | $4,751-31.0% |
| Participant deferral / active EE | $7,366 | $5,392+36.6% | $4,738+55.5% | $6,710+9.8% |
| Admin fee / account holder | $139 | $14,026-99.0% | $8,948-98.5% | $11,403-98.8% |