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 | $140,832 | $197,591-28.7% | $177,821-20.8% | $158,922-11.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 13.31% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,550 | $6,697-61.9% | $5,918-56.9% | $4,761-46.5% |
| Participant deferral / active EE | $7,326 | $8,405-12.8% | $7,714-5.0% | $5,982+22.5% |
| Admin fee / account holder | $71 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |