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 8-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 | $93,740 | $176,377-46.9% | $134,143-30.1% | $158,922-41.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.18% | 63.63%-48.4pp | 36.33%-21.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,896 | $5,040-62.4% | $3,704-48.8% | $4,761-60.2% |
| Participant deferral / active EE | $4,693 | $4,091+14.7% | $3,499+34.1% | $5,982-21.5% |
| Admin fee / account holder | $76 | $8,718-99.1% | $6,684-98.9% | $11,246-99.3% |