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 | $82,135 | $127,065-35.4% | $113,168-27.4% | $142,382-42.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.48% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,305 | $3,442-4.0% | $2,975+11.1% | $4,299-23.1% |
| Participant deferral / active EE | $6,677 | $5,716+16.8% | $5,107+30.7% | $6,507+2.6% |
| Admin fee / account holder | $158 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |