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 | $81,000 | $111,814-27.6% | $103,374-21.6% | $145,959-44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $3,724 | $4,214-11.6% | $3,869-3.8% | $4,661-20.1% |
| Participant deferral / active EE | $5,351 | $5,618-4.8% | $5,058+5.8% | $6,689-20.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |