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 | $91,790 | $149,734-38.7% | $118,925-22.8% | $158,922-42.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.33% | 19.95%+2.4pp | 35.88%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,486 | $4,115-39.6% | $3,263-23.8% | $4,761-47.8% |
| Participant deferral / active EE | $6,364 | $5,223+21.8% | $4,265+49.2% | $5,982+6.4% |
| Admin fee / account holder | $24 | $8,603-99.7% | $6,581-99.6% | $11,246-99.8% |