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 | $139,007 | $197,591-29.6% | $177,821-21.8% | $158,922-12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.87% | 58.76%-23.9pp | 48.32%-13.5pp | 302.83%-268.0pp |
| Employer contribution / active EE | $17,854 | $6,697+166.6% | $5,918+201.7% | $4,761+275.0% |
| Participant deferral / active EE | $9,850 | $8,405+17.2% | $7,714+27.7% | $5,982+64.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |