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 6-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 | $82,286 | $185,822-55.7% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 21.36% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,930 | $7,590+4.5% | $6,785+16.9% | $4,751+66.9% |
| Participant deferral / active EE | $13,748 | $11,622+18.3% | $10,408+32.1% | $6,710+104.9% |
| Admin fee / account holder | $253 | $15,381-98.4% | $12,815-98.0% | $11,403-97.8% |