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 | $83,202 | $101,069-17.7% | $81,478+2.1% | $147,584-43.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.62% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,712 | $3,205-15.4% | $2,568+5.6% | $4,876-44.4% |
| Participant deferral / active EE | $5,685 | $4,242+34.0% | $3,537+60.7% | $5,439+4.5% |
| Admin fee / account holder | $36 | $5,812-99.4% | $4,561-99.2% | $10,885-99.7% |