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 8-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 | $109,092 | $185,822-41.3% | $169,993-35.8% | $139,434-21.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.17% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,926 | $7,590-48.3% | $6,785-42.1% | $4,751-17.4% |
| Participant deferral / active EE | $11,264 | $11,622-3.1% | $10,408+8.2% | $6,710+67.9% |
| Admin fee / account holder | $287 | $15,381-98.1% | $12,815-97.8% | $11,403-97.5% |