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 | $65,121 | $201,272-67.6% | $184,203-64.6% | $145,922-55.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.12% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,742 | $7,022-75.2% | $6,427-72.9% | $4,660-62.6% |
| Participant deferral / active EE | $14,233 | $9,806+45.2% | $9,131+55.9% | $6,688+112.8% |
| Admin fee / account holder | $190 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |