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 8-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 | $55,257 | $106,515-48.1% | $96,683-42.8% | $139,434-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.94% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,699 | $4,103-9.9% | $3,737-1.0% | $4,751-22.1% |
| Participant deferral / active EE | $6,860 | $5,454+25.8% | $4,878+40.6% | $6,710+2.2% |
| Admin fee / account holder | $190 | $7,877-97.6% | $6,730-97.2% | $11,403-98.3% |