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 | $100,570 | $177,572-43.4% | $154,803-35.0% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,030 | $4,810+25.4% | $4,305+40.1% | $4,299+40.3% |
| Participant deferral / active EE | $6,557 | $6,272+4.6% | $5,540+18.4% | $6,507+0.8% |
| Admin fee / account holder | $285 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |