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 | $122,193 | $111,535+9.6% | $105,223+16.1% | $137,256-11.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.78% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $15,101 | $3,939+283.3% | $3,689+309.4% | $4,156+263.4% |
| Participant deferral / active EE | $8,680 | $5,500+57.8% | $5,072+71.1% | $6,407+35.5% |
| Admin fee / account holder | $216 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |