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 | $68,531 | $111,754-38.7% | $103,333-33.7% | $145,922-53.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,319 | $4,212+2.5% | $3,868+11.7% | $4,660-7.3% |
| Participant deferral / active EE | $11,019 | $5,619+96.1% | $5,057+117.9% | $6,688+64.8% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |