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 | $170,027 | $228,332-25.5% | $185,823-8.5% | $158,922+7.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.19% | 40.80%-27.6pp | 35.95%-22.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,790 | $4,967-43.8% | $4,087-31.7% | $4,761-41.4% |
| Participant deferral / active EE | $9,300 | $6,415+45.0% | $5,632+65.1% | $5,982+55.5% |
| Admin fee / account holder | $60 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |