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 | $176,371 | $111,814+57.7% | $103,374+70.6% | $145,959+20.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.76% | 24.77%-8.0pp | 24.89%-8.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $3,856 | $4,214-8.5% | $3,869-0.4% | $4,661-17.3% |
| Participant deferral / active EE | $11,745 | $5,618+109.1% | $5,058+132.2% | $6,689+75.6% |
| Admin fee / account holder | $18 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |