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 | $97,969 | $228,332-57.1% | $185,823-47.3% | $158,922-38.4% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 16.22% | 40.80%-24.6pp | 35.95%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,204 | $4,967-35.5% | $4,087-21.6% | $4,761-32.7% |
| Participant deferral / active EE | $4,528 | $6,415-29.4% | $5,632-19.6% | $5,982-24.3% |
| Admin fee / account holder | $90 | $11,864-99.2% | $9,500-99.1% | $11,246-99.2% |