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 | $62,534 | $108,919-42.6% | $100,391-37.7% | $145,922-57.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.37% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,099 | $4,419-29.9% | $3,942-21.4% | $4,660-33.5% |
| Participant deferral / active EE | $8,331 | $8,445-1.3% | $8,082+3.1% | $6,688+24.6% |
| Admin fee / account holder | $245 | $9,689-97.5% | $7,899-96.9% | $13,397-98.2% |