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 | $21,389 | $106,515-79.9% | $96,683-77.9% | $139,434-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,481 | $4,103-63.9% | $3,737-60.4% | $4,751-68.8% |
| Participant deferral / active EE | $1,718 | $5,454-68.5% | $4,878-64.8% | $6,710-74.4% |
| Admin fee / account holder | $202 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |