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 | $108,173 | $183,519-41.1% | $155,509-30.4% | $145,922-25.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.13% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,108 | $5,313-60.3% | $4,672-54.9% | $4,660-54.8% |
| Participant deferral / active EE | $5,304 | $6,462-17.9% | $5,626-5.7% | $6,688-20.7% |
| Admin fee / account holder | $15 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |