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 | $81,433 | $127,065-35.9% | $113,168-28.0% | $142,382-42.8% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 17.43% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,096 | $3,442-10.1% | $2,975+4.1% | $4,299-28.0% |
| Participant deferral / active EE | $6,180 | $5,716+8.1% | $5,107+21.0% | $6,507-5.0% |
| Admin fee / account holder | $181 | $15,736-98.8% | $12,068-98.5% | $12,624-98.6% |