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 | $100,450 | $183,519-45.3% | $155,509-35.4% | $145,922-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,241 | $5,313-76.6% | $4,672-73.4% | $4,660-73.4% |
| Participant deferral / active EE | $3,203 | $6,462-50.4% | $5,626-43.1% | $6,688-52.1% |
| Admin fee / account holder | $230 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |