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 | $78,489 | $98,240-20.1% | $82,313-4.6% | $147,584-46.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.82% | 30.85%-17.0pp | 25.88%-12.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $23,064 | $3,192+622.6% | $2,428+849.8% | $4,876+373.0% |
| Participant deferral / active EE | $2,055 | $4,383-53.1% | $3,706-44.6% | $5,439-62.2% |
| Admin fee / account holder | $99 | $8,563-98.8% | $5,608-98.2% | $10,885-99.1% |