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 | $76,237 | $95,266-20.0% | $82,389-7.5% | $142,382-46.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.63% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,270 | $2,991+109.6% | $2,517+149.1% | $4,299+45.8% |
| Participant deferral / active EE | $2,774 | $4,809-42.3% | $4,155-33.2% | $6,507-57.4% |
| Admin fee / account holder | $62 | $8,563-99.3% | $7,231-99.1% | $12,624-99.5% |