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 8-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 | $68,812 | $85,022-19.1% | $70,515-2.4% | $139,434-50.6% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 16.69% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,000 | $3,909-23.3% | $2,973+0.9% | $4,751-36.9% |
| Participant deferral / active EE | $9,061 | $5,890+53.8% | $4,567+98.4% | $6,710+35.0% |
| Admin fee / account holder | $30 | $8,906-99.7% | $6,412-99.5% | $11,403-99.7% |