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 6-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 | $120,196 | $163,101-26.3% | $136,749-12.1% | $142,382-15.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 27.54%-13.5pp | 24.33%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,457 | $4,117-64.6% | $3,400-57.2% | $4,299-66.1% |
| Participant deferral / active EE | $16,237 | $5,585+190.7% | $4,692+246.0% | $6,507+149.5% |
| Admin fee / account holder | $161 | $14,318-98.9% | $11,386-98.6% | $12,624-98.7% |