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 | $119,820 | $95,561+25.4% | $77,163+55.3% | $139,434-14.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.60% | 54.92%-36.3pp | 37.87%-19.3pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,475 | $3,147-21.4% | $2,535-2.4% | $4,751-47.9% |
| Participant deferral / active EE | $8,020 | $4,624+73.5% | $3,833+109.2% | $6,710+19.5% |
| Admin fee / account holder | $55 | $8,295-99.3% | $5,472-99.0% | $11,403-99.5% |