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 | $64,925 | $159,901-59.4% | $146,958-55.8% | $145,922-55.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 11.06% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,508 | $5,286-71.5% | $4,933-69.4% | $4,660-67.6% |
| Participant deferral / active EE | $3,442 | $8,428-59.2% | $8,070-57.4% | $6,688-48.5% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |