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 | $94,322 | $127,065-25.8% | $113,168-16.7% | $142,382-33.8% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 17.88% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,235 | $3,442-6.0% | $2,975+8.7% | $4,299-24.8% |
| Participant deferral / active EE | $9,350 | $5,716+63.6% | $5,107+83.1% | $6,507+43.7% |
| Admin fee / account holder | $76 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |