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 | $67,839 | $198,466-65.8% | $170,442-60.2% | $147,584-54.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.70% | 257.29%-225.6pp | 205.93%-174.2pp | 578.55%-546.8pp |
| Employer contribution / active EE | $3,185 | $6,184-48.5% | $5,433-41.4% | $4,876-34.7% |
| Participant deferral / active EE | $4,272 | $5,629-24.1% | $4,939-13.5% | $5,439-21.5% |
| Admin fee / account holder | $181 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |