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 | $69,842 | $159,602-56.2% | $150,045-53.5% | $142,382-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,248 | $4,961-74.8% | $4,693-73.4% | $4,299-71.0% |
| Participant deferral / active EE | $7,968 | $8,310-4.1% | $7,997-0.4% | $6,507+22.4% |
| Admin fee / account holder | $191 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |