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 | $101,673 | $148,534-31.5% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,230 | $5,243-38.4% | $4,856-33.5% | $4,751-32.0% |
| Participant deferral / active EE | $9,580 | $8,100+18.3% | $7,758+23.5% | $6,710+42.8% |
| Admin fee / account holder | $141 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |