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 | $66,744 | $111,814-40.3% | $103,374-35.4% | $145,959-54.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 17.63% | 24.77%-7.1pp | 24.89%-7.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,716 | $4,214-59.3% | $3,869-55.7% | $4,661-63.2% |
| Participant deferral / active EE | $8,713 | $5,618+55.1% | $5,058+72.3% | $6,689+30.3% |
| Admin fee / account holder | $244 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |