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 | $60,667 | $124,281-51.2% | $109,143-44.4% | $167,490-63.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,860 | $4,207-32.0% | $3,722-23.2% | $4,837-40.9% |
| Participant deferral / active EE | $9,180 | $5,255+74.7% | $4,653+97.3% | $6,341+44.8% |
| Admin fee / account holder | $292 | $7,970-96.3% | $6,752-95.7% | $12,309-97.6% |