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 | $120,071 | $197,591-39.2% | $177,821-32.5% | $158,922-24.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.77% | 58.76%-46.0pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $18,712 | $6,697+179.4% | $5,918+216.2% | $4,761+293.0% |
| Participant deferral / active EE | $16,580 | $8,405+97.3% | $7,714+114.9% | $5,982+177.2% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |