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 8-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 | $93,605 | $73,787+26.9% | $98,716-5.2% | $82,448+13.5% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 17.58% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,725 | $1,511+80.3% | $2,279+19.6% | $2,551+6.8% |
| Participant deferral / active EE | $6,043 | $3,081+96.1% | $4,048+49.3% | $4,139+46.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |