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 | $63,955 | $201,272-68.2% | $184,203-65.3% | $145,922-56.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.12% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,499 | $7,022-7.4% | $6,427+1.1% | $4,660+39.5% |
| Participant deferral / active EE | $11,918 | $9,806+21.5% | $9,131+30.5% | $6,688+78.2% |
| Admin fee / account holder | $255 | $16,364-98.4% | $13,901-98.2% | $13,397-98.1% |