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 | $139,387 | $185,822-25.0% | $169,993-18.0% | $139,4340% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 15.17% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,652 | $7,590-65.1% | $6,785-60.9% | $4,751-44.2% |
| Participant deferral / active EE | $8,872 | $11,622-23.7% | $10,408-14.8% | $6,710+32.2% |
| Admin fee / account holder | $8 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |