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 | $68,500 | $98,750-30.6% | $149,696-54.2% | $79,858-14.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 20.13% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,642 | $3,216-17.9% | $4,644-43.1% | $2,471+6.9% |
| Participant deferral / active EE | $11,386 | $5,680+100.5% | $6,842+66.4% | $3,740+204.4% |
| Admin fee / account holder | $247 | $6,053-95.9% | $9,309-97.3% | $5,306-95.3% |