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 | $95,198 | $117,983-19.3% | $101,794-6.5% | $142,382-33.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.60% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $739 | $2,773-73.3% | $2,289-67.7% | $4,299-82.8% |
| Participant deferral / active EE | $4,678 | $4,714-0.8% | $4,084+14.5% | $6,507-28.1% |
| Admin fee / account holder | $229 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |