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 | $147,091 | $111,754+31.6% | $103,333+42.3% | $145,922+0.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,136 | $4,212-1.8% | $3,868+6.9% | $4,660-11.2% |
| Participant deferral / active EE | $10,465 | $5,619+86.3% | $5,057+106.9% | $6,688+56.5% |
| Admin fee / account holder | $93 | $9,750-99.0% | $8,355-98.9% | $13,397-99.3% |