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 | $96,316 | $110,257-12.6% | $96,544-0.2% | $139,434-30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.37% | 26.32%-3.9pp | 25.84%-3.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,250 | $3,620-10.2% | $2,965+9.6% | $4,751-31.6% |
| Participant deferral / active EE | $8,257 | $5,548+48.8% | $4,851+70.2% | $6,710+23.0% |
| Admin fee / account holder | $40 | $11,591-99.7% | $8,252-99.5% | $11,403-99.6% |