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 | $90,356 | $124,425-27.4% | $112,040-19.4% | $137,256-34.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.22% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,571 | $3,411+4.7% | $2,954+20.9% | $4,156-14.1% |
| Participant deferral / active EE | $6,469 | $5,718+13.1% | $5,098+26.9% | $6,407+1.0% |
| Admin fee / account holder | $4 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |