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 | $72,801 | $209,832-65.3% | $189,513-61.6% | $167,490-56.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.73% | 748.27%-720.5pp | 555.15%-527.4pp | 478.56%-450.8pp |
| Employer contribution / active EE | $3,192 | $6,914-53.8% | $6,162-48.2% | $4,837-34.0% |
| Participant deferral / active EE | $20,362 | $8,935+127.9% | $8,221+147.7% | $6,341+221.1% |
| Admin fee / account holder | $12 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |