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 | $111,561 | $201,272-44.6% | $184,203-39.4% | $145,922-23.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.08% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,717 | $7,022-32.8% | $6,427-26.6% | $4,660+1.2% |
| Participant deferral / active EE | $9,288 | $9,806-5.3% | $9,131+1.7% | $6,688+38.9% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |