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 | $70,965 | $111,535-36.4% | $105,223-32.6% | $137,256-48.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.80% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,463 | $3,939+13.3% | $3,689+21.0% | $4,156+7.4% |
| Participant deferral / active EE | $7,388 | $5,500+34.3% | $5,072+45.7% | $6,407+15.3% |
| Admin fee / account holder | $260 | $9,721-97.3% | $8,859-97.1% | $12,270-97.9% |