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 | $110,060 | $91,037+20.9% | $71,671+53.6% | $147,584-25.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 17.91% | 20.48%-2.6pp | 20.65%-2.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,802 | $3,327-15.8% | $2,460+13.9% | $4,876-42.5% |
| Participant deferral / active EE | $3,788 | $4,498-15.8% | $3,438+10.2% | $5,439-30.3% |
| Admin fee / account holder | $281 | $8,613-96.7% | $5,558-95.0% | $10,885-97.4% |