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 7-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 | $94,943 | $100,773-5.8% | $88,946+6.7% | $142,382-33.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.59% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $664 | $2,918-77.3% | $2,555-74.0% | $4,299-84.6% |
| Participant deferral / active EE | $6,714 | $5,230+28.4% | $4,581+46.6% | $6,507+3.2% |
| Admin fee / account holder | $125 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |