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 | $45,058 | $165,335-72.7% | $149,696-69.9% | $158,922-71.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.69% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,762 | $5,103-45.9% | $4,644-40.5% | $4,761-42.0% |
| Participant deferral / active EE | $9,239 | $7,181+28.7% | $6,842+35.0% | $5,982+54.4% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |