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 6-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 | $89,401 | $111,754-20.0% | $103,333-13.5% | $145,922-38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 24.77%-15.3pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,141 | $4,212-49.2% | $3,868-44.7% | $4,660-54.1% |
| Participant deferral / active EE | $4,195 | $5,619-25.3% | $5,057-17.1% | $6,688-37.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |