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 | $86,825 | $198,466-56.3% | $170,442-49.1% | $147,584-41.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $7,470 | $6,184+20.8% | $5,433+37.5% | $4,876+53.2% |
| Participant deferral / active EE | $4,863 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |