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 | $79,156 | $183,519-56.9% | $155,509-49.1% | $145,922-45.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,502 | $5,313+41.2% | $4,672+60.6% | $4,660+61.0% |
| Participant deferral / active EE | $4,547 | $6,462-29.6% | $5,626-19.2% | $6,688-32.0% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |