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 | $126,284 | $108,919+15.9% | $100,391+25.8% | $145,922-13.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.60% | 57.88%-34.3pp | 49.20%-25.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,359 | $4,419-24.0% | $3,942-14.8% | $4,660-27.9% |
| Participant deferral / active EE | $14,147 | $8,445+67.5% | $8,082+75.1% | $6,688+111.5% |
| Admin fee / account holder | $171 | $9,689-98.2% | $7,899-97.8% | $13,397-98.7% |