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 | $66,426 | $104,664-36.5% | $85,682-22.5% | $167,490-60.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 11.38% | 21.45%-10.1pp | 21.49%-10.1pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,234 | $3,337+26.9% | $2,618+61.7% | $4,837-12.5% |
| Participant deferral / active EE | $7,518 | $4,824+55.8% | $3,923+91.7% | $6,341+18.6% |
| Admin fee / account holder | $138 | $10,032-98.6% | $6,873-98.0% | $12,309-98.9% |