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 | $89,368 | $152,587-41.4% | $125,175-28.6% | $152,861-41.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.92% | 54.84%-37.9pp | 43.79%-26.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,381 | $4,946-51.9% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $6,160 | $5,868+5.0% | $4,937+24.8% | $5,850+5.3% |
| Admin fee / account holder | $182 | $13,434-98.6% | $9,702-98.1% | $11,596-98.4% |