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 | $99,106 | $209,832-52.8% | $189,513-47.7% | $167,490-40.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.58% | 748.27%-737.7pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $7,729 | $6,914+11.8% | $6,162+25.4% | $4,837+59.8% |
| Participant deferral / active EE | $9,300 | $8,935+4.1% | $8,221+13.1% | $6,341+46.7% |
| Admin fee / account holder | $189 | $14,293-98.7% | $12,045-98.4% | $12,309-98.5% |