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 | $95,511 | $127,065-24.8% | $113,168-15.6% | $142,382-32.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 18.09% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,570 | $3,442-25.3% | $2,975-13.6% | $4,299-40.2% |
| Participant deferral / active EE | $3,515 | $5,716-38.5% | $5,107-31.2% | $6,507-46.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |