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 | $63,882 | $127,065-49.7% | $113,168-43.6% | $142,382-55.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.45% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,697 | $3,442-50.7% | $2,975-43.0% | $4,299-60.5% |
| Participant deferral / active EE | $4,475 | $5,716-21.7% | $5,107-12.4% | $6,507-31.2% |
| Admin fee / account holder | $281 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |