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 | $86,204 | $183,592-53.0% | $155,567-44.6% | $145,959-40.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 13.33% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,425 | $5,315-16.7% | $4,674-5.3% | $4,661-5.1% |
| Participant deferral / active EE | $3,000 | $6,464-53.6% | $5,628-46.7% | $6,689-55.1% |
| Admin fee / account holder | $130 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |