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 | $88,628 | $176,056-49.7% | $159,436-44.4% | $167,490-47.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.70% | 331.75%-313.0pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $5,325 | $5,297+0.5% | $4,829+10.3% | $4,837+10.1% |
| Participant deferral / active EE | $11,532 | $7,750+48.8% | $7,352+56.9% | $6,341+81.9% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |