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 | $78,839 | $83,477-5.6% | $125,175-37.0% | $72,985+8.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.95% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,723 | $2,345-26.5% | $3,865-55.4% | $2,440-29.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $111 | $5,517-98.0% | $9,702-98.9% | $5,124-97.8% |