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 7-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 | $61,558 | $115,882-46.9% | $100,516-38.8% | $158,922-61.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 38.69% | 34.79%+3.9pp | 30.89%+7.8pp | 302.83%-264.1pp |
| Employer contribution / active EE | $7,973 | $4,103+94.3% | $3,418+133.3% | $4,761+67.5% |
| Participant deferral / active EE | $21,295 | $6,674+219.1% | $6,270+239.6% | $5,982+256.0% |
| Admin fee / account holder | $23 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |