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 | $73,172 | $181,894-59.8% | $156,549-53.3% | $273,961-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.54% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,805 | $6,248-55.1% | $5,501-49.0% | $4,869-42.4% |
| Participant deferral / active EE | $7,275 | $5,550+31.1% | $4,871+49.4% | $5,287+37.6% |
| Admin fee / account holder | $117 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |