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 7-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 | $80,940 | $112,881-28.3% | $90,951-11.0% | $158,922-49.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.75% | 215.79%-198.0pp | 134.60%-116.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,300 | $2,893+14.1% | $2,122+55.5% | $4,761-30.7% |
| Participant deferral / active EE | $2,729 | $4,128-33.9% | $3,373-19.1% | $5,982-54.4% |
| Admin fee / account holder | $48 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |