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 | $71,247 | $124,281-42.7% | $109,143-34.7% | $167,490-57.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 16.99% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $13,989 | $4,207+232.5% | $3,722+275.8% | $4,837+189.2% |
| Participant deferral / active EE | $5,031 | $5,255-4.3% | $4,653+8.1% | $6,341-20.7% |
| Admin fee / account holder | $82 | $7,970-99.0% | $6,752-98.8% | $12,309-99.3% |