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 | $80,787 | $106,584-24.2% | $101,326-20.3% | $142,382-43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.47% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,550 | $3,956+15.0% | $3,665+24.1% | $4,299+5.8% |
| Participant deferral / active EE | $4,550 | $8,297-45.2% | $7,994-43.1% | $6,507-30.1% |
| Admin fee / account holder | $210 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |