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 | $135,471 | $201,272-32.7% | $184,203-26.5% | $145,922-7.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.34% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,955 | $7,022+13.3% | $6,427+23.8% | $4,660+70.7% |
| Participant deferral / active EE | $9,559 | $9,806-2.5% | $9,131+4.7% | $6,688+42.9% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |