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 8-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 | $84,238 | $114,381-26.4% | $107,525-21.7% | $142,382-40.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.71% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,467 | $4,015+11.3% | $3,754+19.0% | $4,299+3.9% |
| Participant deferral / active EE | $7,805 | $5,564+40.3% | $5,116+52.6% | $6,507+19.9% |
| Admin fee / account holder | $246 | $9,860-97.5% | $8,919-97.2% | $12,624-98.1% |