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 8-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 | $17,851 | $106,515-83.2% | $96,683-81.5% | $139,434-87.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.03% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,910 | $4,103-53.4% | $3,737-48.9% | $4,751-59.8% |
| Participant deferral / active EE | $6,065 | $5,454+11.2% | $4,878+24.3% | $6,710-9.6% |
| Admin fee / account holder | $145 | $7,877-98.2% | $6,730-97.8% | $11,403-98.7% |