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 5-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 | $37,179 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 20.99% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,224 | $2,773+16.3% | $2,289+40.9% | $4,299-25.0% |
| Participant deferral / active EE | $7,269 | $4,714+54.2% | $4,084+78.0% | $6,507+11.7% |
| Admin fee / account holder | $52 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |