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 | $134,909 | $106,515+26.7% | $96,683+39.5% | $139,434-3.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.34% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $15,786 | $4,103+284.8% | $3,737+322.4% | $4,751+232.3% |
| Participant deferral / active EE | $14,608 | $5,454+167.8% | $4,878+199.4% | $6,710+117.7% |
| Admin fee / account holder | $268 | $7,877-96.6% | $6,730-96.0% | $11,403-97.6% |