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 | $107,721 | $209,411-48.6% | $178,490-39.6% | $158,922-32.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.59% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,369 | $5,706-76.0% | $5,011-72.7% | $4,761-71.2% |
| Participant deferral / active EE | $4,386 | $5,954-26.3% | $5,202-15.7% | $5,982-26.7% |
| Admin fee / account holder | $234 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |