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 | $118,092 | $197,591-40.2% | $177,821-33.6% | $158,922-25.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.38% | 58.76%-48.4pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,067 | $6,697+20.4% | $5,918+36.3% | $4,761+69.4% |
| Participant deferral / active EE | $9,761 | $8,405+16.1% | $7,714+26.5% | $5,982+63.2% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |