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 | $66,574 | $176,056-62.2% | $159,436-58.2% | $167,490-60.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $5,905 | $5,297+11.5% | $4,829+22.3% | $4,837+22.1% |
| Participant deferral / active EE | $8,602 | $7,750+11.0% | $7,352+17.0% | $6,341+35.7% |
| Admin fee / account holder | $156 | $12,554-98.8% | $10,799-98.6% | $12,309-98.7% |