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 | $100,413 | $198,466-49.4% | $170,442-41.1% | $147,584-32.0% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 18.14% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,876 | $6,184-21.1% | $5,433-10.2% | $4,8760% |
| Participant deferral / active EE | $4,191 | $5,629-25.6% | $4,939-15.2% | $5,439-22.9% |
| Admin fee / account holder | $246 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |