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 | $56,765 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 24.97% | 348.15%-323.2pp | 276.60%-251.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,773 | $5,103-26.1% | $4,644-18.8% | $4,761-20.8% |
| Participant deferral / active EE | $11,380 | $7,181+58.5% | $6,842+66.3% | $5,982+90.2% |
| Admin fee / account holder | $42 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |