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 8-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 | $173,333 | $214,378-19.1% | $200,582-13.6% | $142,382+21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.86% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,211 | $6,841+5.4% | $6,419+12.3% | $4,299+67.7% |
| Participant deferral / active EE | $13,078 | $9,865+32.6% | $9,331+40.1% | $6,507+101.0% |
| Admin fee / account holder | $267 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |