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 | $92,036 | $209,411-56.1% | $178,490-48.4% | $158,922-42.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 89.69% | 188.75%-99.1pp | 151.07%-61.4pp | 302.83%-213.1pp |
| Employer contribution / active EE | $4,369 | $5,706-23.4% | $5,011-12.8% | $4,761-8.2% |
| Participant deferral / active EE | $3,467 | $5,954-41.8% | $5,202-33.3% | $5,982-42.0% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |