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 | $80,085 | $105,859-24.3% | $90,160-11.2% | $147,584-45.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.70% | 37.63%-19.9pp | 34.88%-17.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,741 | $4,126-9.3% | $3,318+12.7% | $4,876-23.3% |
| Participant deferral / active EE | $4,936 | $5,733-13.9% | $5,288-6.6% | $5,439-9.2% |
| Admin fee / account holder | $162 | $8,046-98.0% | $5,943-97.3% | $10,885-98.5% |