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 | $74,377 | $172,478-56.9% | $145,661-48.9% | $142,382-47.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 11.29% | 151.09%-139.8pp | 101.46%-90.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,569 | $4,899-27.2% | $4,238-15.8% | $4,299-17.0% |
| Participant deferral / active EE | $8,545 | $8,348+2.4% | $7,198+18.7% | $6,507+31.3% |
| Admin fee / account holder | $150 | $16,864-99.1% | $12,466-98.8% | $12,624-98.8% |