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 | $60,010 | $65,365-8.2% | $92,893-35.4% | $72,985-17.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.24% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,142 | $2,594-17.4% | $3,653-41.4% | $2,440-12.2% |
| Participant deferral / active EE | $4,817 | $3,128+54.0% | $4,236+13.7% | $3,607+33.5% |
| Admin fee / account holder | $178 | $4,251-95.8% | $5,794-96.9% | $5,124-96.5% |