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 | $95,111 | $177,572-46.4% | $154,803-38.6% | $142,382-33.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.70% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,641 | $4,810+58.8% | $4,305+77.5% | $4,299+77.7% |
| Participant deferral / active EE | $6,894 | $6,272+9.9% | $5,540+24.4% | $6,507+5.9% |
| Admin fee / account holder | $23 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |