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 | $129,828 | $214,378-39.4% | $200,582-35.3% | $142,382-8.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.18% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,589 | $6,841-76.8% | $6,419-75.2% | $4,299-63.0% |
| Participant deferral / active EE | $6,809 | $9,865-31.0% | $9,331-27.0% | $6,507+4.6% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |