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 | $83,070 | $179,726-53.8% | $156,263-46.8% | $142,382-41.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.79% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,397 | $5,069-33.0% | $4,333-21.6% | $4,299-21.0% |
| Participant deferral / active EE | $7,655 | $6,956+10.0% | $6,158+24.3% | $6,507+17.6% |
| Admin fee / account holder | $103 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |