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 6-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 | $72,599 | $111,754-35.0% | $103,333-29.7% | $145,922-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $12,175 | $4,212+189.0% | $3,868+214.8% | $4,660+161.3% |
| Participant deferral / active EE | $9,001 | $5,619+60.2% | $5,057+78.0% | $6,688+34.6% |
| Admin fee / account holder | $185 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |