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 | $89,667 | $228,332-60.7% | $185,823-51.7% | $158,922-43.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.37% | 40.80%-25.4pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $20,048 | $4,967+303.7% | $4,087+390.5% | $4,761+321.1% |
| Participant deferral / active EE | $7,022 | $6,415+9.5% | $5,632+24.7% | $5,982+17.4% |
| Admin fee / account holder | $233 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |