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 | $185,206 | $232,540-20.4% | $185,1170% | $147,584+25.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 28.94% | 43.03%-14.1pp | 40.50%-11.6pp | 578.55%-549.6pp |
| Employer contribution / active EE | $2,011 | $5,195-61.3% | $4,182-51.9% | $4,876-58.8% |
| Participant deferral / active EE | $5,590 | $5,834-4.2% | $5,045+10.8% | $5,439+2.8% |
| Admin fee / account holder | $8 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |