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 | $41,086 | $108,912-62.3% | $100,383-59.1% | $145,959-71.9% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 14.92% | 57.96%-43.0pp | 49.26%-34.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,312 | $8,451-25.3% | $8,086-21.9% | $6,689-5.6% |
| Admin fee / account holder | $15 | $9,690-99.8% | $7,900-99.8% | $13,398-99.9% |