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 | $109,623 | $118,450-7.5% | $98,439+11.4% | $139,434-21.4% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 13.43% | 18.94%-5.5pp | 21.16%-7.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,468 | $3,609-59.3% | $3,048-51.8% | $4,751-69.1% |
| Participant deferral / active EE | $2,912 | $5,392-46.0% | $4,738-38.5% | $6,710-56.6% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |