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 | $82,125 | $97,125-15.4% | $86,233-4.8% | $137,256-40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.66% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,654 | $2,841-41.8% | $2,504-34.0% | $4,156-60.2% |
| Participant deferral / active EE | $6,807 | $5,180+31.4% | $4,559+49.3% | $6,407+6.3% |
| Admin fee / account holder | $184 | $9,725-98.1% | $8,342-97.8% | $12,270-98.5% |