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 | $109,533 | $227,553-51.9% | $189,557-42.2% | $167,490-34.6% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 15.27% | 78.40%-63.1pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,923 | $5,316-63.8% | $4,412-56.4% | $4,837-60.3% |
| Participant deferral / active EE | $10,552 | $7,002+50.7% | $6,174+70.9% | $6,341+66.4% |
| Admin fee / account holder | $41 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |