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 | $84,558 | $167,484-49.5% | $151,611-44.2% | $134,475-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 30.77% | 7.80%+23.0pp | 3.33%+27.4pp | 417.96%-387.2pp |
| Employer contribution / active EE | $4,356 | $6,829-36.2% | $6,166-29.4% | $4,740-8.1% |
| Participant deferral / active EE | $9,771 | $8,986+8.7% | $8,363+16.8% | $6,400+52.7% |
| Admin fee / account holder | $283 | $13,783-97.9% | $11,616-97.6% | $11,426-97.5% |