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 7-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 | $102,876 | $117,841-12.7% | $102,423+0.4% | $145,922-29.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 31.86% | 31.65%+0.2pp | 29.32%+2.5pp | 561.29%-529.4pp |
| Employer contribution / active EE | $1,010 | $3,615-72.1% | $3,023-66.6% | $4,660-78.3% |
| Participant deferral / active EE | $5,042 | $5,731-12.0% | $5,053-0.2% | $6,688-24.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |