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 | $33,750 | $124,425-72.9% | $112,040-69.9% | $137,256-75.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.02% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,502 | $3,411-26.7% | $2,954-15.3% | $4,156-39.8% |
| Participant deferral / active EE | $2,502 | $5,718-56.2% | $5,098-50.9% | $6,407-60.9% |
| Admin fee / account holder | $130 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |