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 | $68,961 | $45,073+53.0% | $69,455-0.7% | $72,985-5.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.73% | 22.65%-2.9pp | 28.97%-9.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,389 | $2,054-32.4% | $2,779-50.0% | $2,440-43.1% |
| Participant deferral / active EE | $4,337 | $2,602+66.7% | $3,535+22.7% | $3,607+20.2% |
| Admin fee / account holder | $180 | $3,056-94.1% | $3,839-95.3% | $5,124-96.5% |