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 | $81,134 | $115,770-29.9% | $101,248-19.9% | $158,922-48.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 14.27% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $12,500 | $4,175+199.4% | $3,660+241.6% | $4,761+162.5% |
| Participant deferral / active EE | $9,390 | $4,957+89.4% | $4,370+114.9% | $5,982+57.0% |
| Admin fee / account holder | $106 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |