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 7-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 | $131,679 | $228,332-42.3% | $185,823-29.1% | $158,922-17.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 7.63% | 40.80%-33.2pp | 35.95%-28.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $4,738 | $4,967-4.6% | $4,087+15.9% | $4,761-0.5% |
| Participant deferral / active EE | $5,439 | $6,415-15.2% | $5,632-3.4% | $5,982-9.1% |
| Admin fee / account holder | $83 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |