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 | $102,750 | $201,272-48.9% | $184,203-44.2% | $145,922-29.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.07% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,874 | $7,022-73.3% | $6,427-70.8% | $4,660-59.8% |
| Participant deferral / active EE | $6,314 | $9,806-35.6% | $9,131-30.8% | $6,688-5.6% |
| Admin fee / account holder | $40 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |