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 7-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 | $69,621 | $111,814-37.7% | $103,374-32.7% | $145,959-52.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 24.77%-5.1pp | 24.89%-5.3pp | 561.95%-542.3pp |
| Employer contribution / active EE | $2,730 | $4,214-35.2% | $3,869-29.4% | $4,661-41.4% |
| Participant deferral / active EE | $6,110 | $5,618+8.8% | $5,058+20.8% | $6,689-8.6% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |