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 | $47,379 | $106,584-55.5% | $101,326-53.2% | $142,382-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.88% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,340 | $3,956-15.6% | $3,665-8.9% | $4,299-22.3% |
| Participant deferral / active EE | $11,661 | $8,297+40.5% | $7,994+45.9% | $6,507+79.2% |
| Admin fee / account holder | $56 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |