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 | $83,180 | $183,963-54.8% | $162,163-48.7% | $152,861-45.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.24% | 150.76%-129.5pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,500 | $6,371-13.7% | $5,614-2.0% | $4,762+15.5% |
| Participant deferral / active EE | $15,165 | $8,034+88.8% | $7,298+107.8% | $5,850+159.2% |
| Admin fee / account holder | $179 | $13,121-98.6% | $10,843-98.4% | $11,596-98.5% |