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 | $82,069 | $210,698-61.0% | $178,014-53.9% | $145,959-43.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.85% | 386.27%-371.4pp | 294.80%-280.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,924 | $4,567-36.0% | $3,950-26.0% | $4,661-37.3% |
| Participant deferral / active EE | $9,584 | $6,958+37.7% | $6,276+52.7% | $6,689+43.3% |
| Admin fee / account holder | $175 | $12,016-98.5% | $10,362-98.3% | $13,398-98.7% |