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 | $86,139 | $165,335-47.9% | $149,696-42.5% | $158,922-45.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.89% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,008 | $5,103+17.7% | $4,644+29.4% | $4,761+26.2% |
| Participant deferral / active EE | $9,049 | $7,181+26.0% | $6,842+32.3% | $5,982+51.3% |
| Admin fee / account holder | $106 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |