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 | $181,728 | $172,111+5.6% | $150,298+20.9% | $137,256+32.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.54% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $925 | $4,636-80.1% | $4,154-77.7% | $4,156-77.8% |
| Participant deferral / active EE | $4,767 | $6,166-22.7% | $5,453-12.6% | $6,407-25.6% |
| Admin fee / account holder | $287 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |