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 | $98,770 | $102,828-3.9% | $105,387-6.3% | $152,861-35.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.35% | 20.85%-2.5pp | 26.82%-8.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,433 | $4,473-68.0% | $4,213-66.0% | $4,762-69.9% |
| Participant deferral / active EE | $2,746 | $5,465-49.7% | $5,502-50.1% | $5,850-53.1% |
| Admin fee / account holder | $73 | $8,683-99.2% | $6,559-98.9% | $11,596-99.4% |