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 | $99,714 | $176,056-43.4% | $159,436-37.5% | $167,490-40.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.94% | 331.75%-311.8pp | 263.57%-243.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $3,640 | $5,297-31.3% | $4,829-24.6% | $4,837-24.8% |
| Participant deferral / active EE | $4,863 | $7,750-37.3% | $7,352-33.9% | $6,341-23.3% |
| Admin fee / account holder | $180 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |