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 6-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 | $86,977 | $165,984-47.6% | $164,813-47.2% | $145,922-40.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.79% | 100.03%-73.2pp | 69.93%-43.1pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,898 | $5,273-64.0% | $4,341-56.3% | $4,660-59.3% |
| Participant deferral / active EE | $10,621 | $6,959+52.6% | $6,031+76.1% | $6,688+58.8% |
| Admin fee / account holder | $116 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |