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 | $81,507 | $111,535-26.9% | $105,223-22.5% | $137,256-40.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.85% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,317 | $3,939-41.2% | $3,689-37.2% | $4,156-44.2% |
| Participant deferral / active EE | $8,112 | $5,500+47.5% | $5,072+59.9% | $6,407+26.6% |
| Admin fee / account holder | $83 | $9,721-99.2% | $8,859-99.1% | $12,270-99.3% |