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 | $53,285 | $198,466-73.2% | $170,442-68.7% | $147,584-63.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.43% | 257.29%-247.9pp | 205.93%-196.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $9,004 | $6,184+45.6% | $5,433+65.7% | $4,876+84.6% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $236 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |