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 8-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 | $117,193 | $148,534-21.1% | $135,903-13.8% | $139,434-16.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,235 | $5,243-19.2% | $4,856-12.8% | $4,751-10.9% |
| Participant deferral / active EE | $11,703 | $8,100+44.5% | $7,758+50.9% | $6,710+74.4% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |