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 | $56,453 | $154,228-63.4% | $145,433-61.2% | $137,256-58.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.75% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,397 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $6,904 | $8,216-16.0% | $7,897-12.6% | $6,407+7.8% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |