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 3-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 | $60,145 | $93,170-35.4% | $100,534-40.2% | $84,808-29.1% |
| Participation rate | 91.9% | 75.8%+16.0pp | 80.6%+11.3pp | 68.3%+23.6pp |
| Annual return | 53.06% | 47.13%+5.9pp | 32.66%+20.4pp | 40.90%+12.2pp |
| Employer contribution / active EE | $6,745 | $3,985+69.3% | $4,346+55.2% | $2,631+156.4% |
| Participant deferral / active EE | $13,808 | $5,699+142.3% | $6,144+124.7% | $4,212+227.8% |
| Admin fee / account holder | $57 | $7,382-99.2% | $7,654-99.2% | $7,344-99.2% |