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 | $173,528 | $106,515+62.9% | $96,683+79.5% | $139,434+24.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.95% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,296 | $4,103-19.7% | $3,737-11.8% | $4,751-30.6% |
| Participant deferral / active EE | $7,828 | $5,454+43.5% | $4,878+60.5% | $6,710+16.7% |
| Admin fee / account holder | $251 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |