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 | $102,462 | $127,777-19.8% | $106,548-3.8% | $167,490-38.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.79% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $21,682 | $3,427+532.8% | $2,819+669.2% | $4,837+348.2% |
| Participant deferral / active EE | $8,126 | $5,087+59.7% | $4,398+84.8% | $6,341+28.1% |
| Admin fee / account holder | $15 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |