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 | $128,214 | $201,272-36.3% | $184,203-30.4% | $145,922-12.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.23% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $9,515 | $7,022+35.5% | $6,427+48.0% | $4,660+104.2% |
| Participant deferral / active EE | $17,837 | $9,806+81.9% | $9,131+95.3% | $6,688+166.7% |
| Admin fee / account holder | $83 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |