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 | $77,817 | $185,822-58.1% | $169,993-54.2% | $139,434-44.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.22% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,650 | $7,590-38.7% | $6,785-31.5% | $4,751-2.1% |
| Participant deferral / active EE | $13,683 | $11,622+17.7% | $10,408+31.5% | $6,710+103.9% |
| Admin fee / account holder | $101 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |