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 | $64,369 | $115,882-44.5% | $100,516-36.0% | $158,922-59.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.53% | 34.79%-11.3pp | 30.89%-7.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $8,906 | $4,103+117.1% | $3,418+160.6% | $4,761+87.1% |
| Participant deferral / active EE | $5,139 | $6,674-23.0% | $6,270-18.0% | $5,982-14.1% |
| Admin fee / account holder | $122 | $10,995-98.9% | $8,081-98.5% | $11,246-98.9% |