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 | $79,647 | $94,752-15.9% | $112,887-29.4% | $139,434-42.9% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 37.76% | 40.88%-3.1pp | 34.10%+3.7pp | 372.94%-335.2pp |
| Employer contribution / active EE | $14,193 | $4,625+206.9% | $4,563+211.0% | $4,751+198.8% |
| Participant deferral / active EE | $11,036 | $6,512+69.5% | $6,513+69.4% | $6,710+64.5% |
| Admin fee / account holder | $57 | $8,527-99.3% | $7,047-99.2% | $11,403-99.5% |