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 | $75,669 | $95,971-21.2% | $74,550+1.5% | $135,375-44.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.93% | 56.96%-50.0pp | 32.53%-25.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,632 | $3,843+280.7% | $3,108+370.8% | $5,609+160.9% |
| Admin fee / account holder | $162 | $6,522-97.5% | $5,060-96.8% | $10,827-98.5% |