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 9-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 | $101,567 | $176,377-42.4% | $134,143-24.3% | $158,922-36.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 16.11% | 63.63%-47.5pp | 36.33%-20.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $6,705 | $5,040+33.0% | $3,704+81.0% | $4,761+40.8% |
| Participant deferral / active EE | $1,054 | $4,091-74.2% | $3,499-69.9% | $5,982-82.4% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |