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 | $83,058 | $85,022-2.3% | $70,515+17.8% | $139,434-40.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.51% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $5,009 | $3,909+28.1% | $2,973+68.5% | $4,751+5.4% |
| Participant deferral / active EE | $12,725 | $5,890+116.0% | $4,567+178.7% | $6,710+89.6% |
| Admin fee / account holder | $52 | $8,906-99.4% | $6,412-99.2% | $11,403-99.5% |