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 | $120,937 | $112,729+7.3% | $98,716+22.5% | $137,256-11.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 17.70% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,289 | $2,725+57.4% | $2,279+88.2% | $4,156+3.2% |
| Participant deferral / active EE | $6,932 | $4,640+49.4% | $4,048+71.2% | $6,407+8.2% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |