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 | $113,778 | $124,319-8.5% | $111,297+2.2% | $167,490-32.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 16.61% | 37.44%-20.8pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,801 | $3,435-18.5% | $2,731+2.6% | $4,837-42.1% |
| Participant deferral / active EE | $10,270 | $5,180+98.2% | $4,487+128.9% | $6,341+61.9% |
| Admin fee / account holder | $15 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |