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 | $80,760 | $124,281-35.0% | $109,143-26.0% | $167,490-51.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 15.99% | 26.04%-10.0pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,479 | $4,207-17.3% | $3,722-6.5% | $4,837-28.1% |
| Participant deferral / active EE | $10,269 | $5,255+95.4% | $4,653+120.7% | $6,341+61.9% |
| Admin fee / account holder | $4 | $7,970-100.0% | $6,752-99.9% | $12,309-100.0% |