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 | $99,044 | $210,408-52.9% | $153,485-35.5% | $145,922-32.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.07% | 13.37%+13.7pp | 15.65%+11.4pp | 561.29%-534.2pp |
| Employer contribution / active EE | $4,293 | $6,048-29.0% | $5,039-14.8% | $4,660-7.9% |
| Participant deferral / active EE | $5,068 | $7,975-36.5% | $6,757-25.0% | $6,688-24.2% |
| Admin fee / account holder | $138 | $19,419-99.3% | $12,724-98.9% | $13,397-99.0% |