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 6-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 | $85,297 | $162,781-47.6% | $133,956-36.3% | $158,922-46.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $5,538 | $4,975+11.3% | $3,919+41.3% | $4,761+16.3% |
| Participant deferral / active EE | $3,203 | $5,911-45.8% | $5,048-36.5% | $5,982-46.5% |
| Admin fee / account holder | $22 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |