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 | $78,994 | $106,515-25.8% | $96,683-18.3% | $139,434-43.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.70% | 38.43%-16.7pp | 35.69%-14.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,278 | $4,103-20.1% | $3,737-12.3% | $4,751-31.0% |
| Participant deferral / active EE | $14,055 | $5,454+157.7% | $4,878+188.1% | $6,710+109.5% |
| Admin fee / account holder | $59 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |