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 | $76,420 | $148,534-48.6% | $135,903-43.8% | $139,434-45.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.93% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $11,343 | $5,243+116.4% | $4,856+133.6% | $4,751+138.8% |
| Participant deferral / active EE | $14,590 | $8,100+80.1% | $7,758+88.1% | $6,710+117.4% |
| Admin fee / account holder | $65 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |