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 7-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 | $79,242 | $177,572-55.4% | $154,803-48.8% | $142,382-44.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $9,611 | $4,810+99.8% | $4,305+123.2% | $4,299+123.6% |
| Participant deferral / active EE | $5,686 | $6,272-9.3% | $5,540+2.6% | $6,507-12.6% |
| Admin fee / account holder | $287 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |