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 | $112,824 | $180,449-37.5% | $154,107-26.8% | $135,375-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.70% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,497 | $6,035-8.9% | $5,298+3.8% | $4,779+15.0% |
| Participant deferral / active EE | $7,067 | $5,806+21.7% | $5,081+39.1% | $5,609+26.0% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |