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 | $73,799 | $177,572-58.4% | $154,803-52.3% | $142,382-48.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.82% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,646 | $4,810-45.0% | $4,305-38.5% | $4,299-38.4% |
| Participant deferral / active EE | $9,873 | $6,272+57.4% | $5,540+78.2% | $6,507+51.7% |
| Admin fee / account holder | $289 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |