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 | $56,422 | $99,341-43.2% | $84,750-33.4% | $273,961-79.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.12% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.3pp |
| Employer contribution / active EE | $12,575 | $4,214+198.4% | $3,574+251.8% | $4,869+158.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $194 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |