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 | $107,671 | $228,332-52.8% | $185,823-42.1% | $158,922-32.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 21.81% | 40.80%-19.0pp | 35.95%-14.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,383 | $4,967-72.2% | $4,087-66.2% | $4,761-71.0% |
| Participant deferral / active EE | $3,448 | $6,415-46.3% | $5,632-38.8% | $5,982-42.4% |
| Admin fee / account holder | $113 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |