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 | $109,139 | $209,411-47.9% | $178,490-38.9% | $158,922-31.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.43% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,324 | $5,706-41.8% | $5,011-33.7% | $4,761-30.2% |
| Participant deferral / active EE | $2,597 | $5,954-56.4% | $5,202-50.1% | $5,982-56.6% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |