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 | $64,135 | $148,534-56.8% | $135,903-52.8% | $139,434-54.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 25.45% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $4,000 | $5,243-23.7% | $4,856-17.6% | $4,751-15.8% |
| Participant deferral / active EE | $7,366 | $8,100-9.1% | $7,758-5.1% | $6,710+9.8% |
| Admin fee / account holder | $225 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |