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 | $90,470 | $165,335-45.3% | $149,696-39.6% | $158,922-43.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 20.09% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,678 | $5,103-47.5% | $4,644-42.3% | $4,761-43.8% |
| Participant deferral / active EE | $6,447 | $7,181-10.2% | $6,842-5.8% | $5,982+7.8% |
| Admin fee / account holder | $48 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |