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 | $138,624 | $99,079+39.9% | $77,999+77.7% | $273,961-49.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.60% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,396 | $3,308+2.7% | $2,470+37.5% | $4,869-30.3% |
| Participant deferral / active EE | $5,299 | $4,306+23.0% | $3,497+51.5% | $5,287+0.2% |
| Admin fee / account holder | $123 | $8,954-98.6% | $5,480-97.8% | $10,132-98.8% |