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 6-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 | $93,654 | $159,602-41.3% | $150,045-37.6% | $142,382-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,427 | $4,961+49.7% | $4,693+58.3% | $4,299+72.8% |
| Participant deferral / active EE | $13,233 | $8,310+59.2% | $7,997+65.5% | $6,507+103.4% |
| Admin fee / account holder | $189 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |