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 8-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 | $70,820 | $106,515-33.5% | $96,683-26.8% | $139,434-49.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.62% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,672 | $4,103-10.5% | $3,737-1.7% | $4,751-22.7% |
| Participant deferral / active EE | $9,099 | $5,454+66.8% | $4,878+86.5% | $6,710+35.6% |
| Admin fee / account holder | $81 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |