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 8-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 | $74,609 | $176,377-57.7% | $134,143-44.4% | $158,922-53.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 11.69% | 63.63%-51.9pp | 36.33%-24.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,832 | $5,040-43.8% | $3,704-23.5% | $4,761-40.5% |
| Participant deferral / active EE | $9,488 | $4,091+131.9% | $3,499+171.2% | $5,982+58.6% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |