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 | $69,805 | $106,515-34.5% | $96,683-27.8% | $139,434-49.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,913 | $4,103-29.0% | $3,737-22.1% | $4,751-38.7% |
| Participant deferral / active EE | $4,622 | $5,454-15.3% | $4,878-5.3% | $6,710-31.1% |
| Admin fee / account holder | $268 | $7,877-96.6% | $6,730-96.0% | $11,403-97.7% |