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 | $132,017 | $105,126+25.6% | $94,646+39.5% | $139,434-5.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.28% | 38.03%-13.8pp | 156.71%-132.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,634 | $4,106-11.5% | $3,672-1.0% | $4,751-23.5% |
| Participant deferral / active EE | $13,880 | $7,599+82.6% | $7,418+87.1% | $6,710+106.8% |
| Admin fee / account holder | $173 | $8,984-98.1% | $7,231-97.6% | $11,403-98.5% |