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 | $74,279 | $115,770-35.8% | $101,248-26.6% | $158,922-53.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 23.50% | 56.14%-32.6pp | 46.47%-23.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $3,494 | $4,175-16.3% | $3,660-4.5% | $4,761-26.6% |
| Participant deferral / active EE | $9,552 | $4,957+92.7% | $4,370+118.6% | $5,982+59.7% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |