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 | $46,820 | $100,773-53.5% | $88,946-47.4% | $142,382-67.1% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 14.41% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,241 | $2,918-57.5% | $2,555-51.4% | $4,299-71.1% |
| Participant deferral / active EE | $3,080 | $5,230-41.1% | $4,581-32.8% | $6,507-52.7% |
| Admin fee / account holder | $223 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |