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 | $77,593 | $148,534-47.8% | $135,903-42.9% | $139,434-44.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.75% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,455 | $5,243+4.0% | $4,856+12.3% | $4,751+14.8% |
| Participant deferral / active EE | $8,029 | $8,100-0.9% | $7,758+3.5% | $6,710+19.7% |
| Admin fee / account holder | $106 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |