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 9-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 | $91,309 | $165,984-45.0% | $164,813-44.6% | $145,922-37.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.07% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,671 | $5,273-49.3% | $4,341-38.5% | $4,660-42.7% |
| Participant deferral / active EE | $6,372 | $6,959-8.4% | $6,031+5.6% | $6,688-4.7% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |