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 | $95,232 | $127,777-25.5% | $106,548-10.6% | $167,490-43.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.24% | 33.87%-21.6pp | 26.80%-14.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $13,066 | $3,427+281.3% | $2,819+363.5% | $4,837+170.1% |
| Participant deferral / active EE | $6,825 | $5,087+34.2% | $4,398+55.2% | $6,341+7.6% |
| Admin fee / account holder | $17 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |