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 | $96,133 | $185,822-48.3% | $169,993-43.4% | $139,434-31.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.78% | 60.50%+4.3pp | 53.37%+11.4pp | 372.94%-308.2pp |
| Employer contribution / active EE | $4,521 | $7,590-40.4% | $6,785-33.4% | $4,751-4.8% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $100 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |