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 | $17,495 | $106,515-83.6% | $96,683-81.9% | $139,434-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.17% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,403 | $4,103-65.8% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $2,778 | $5,454-49.1% | $4,878-43.1% | $6,710-58.6% |
| Admin fee / account holder | $269 | $7,877-96.6% | $6,730-96.0% | $11,403-97.6% |