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 | $111,308 | $114,381-2.7% | $107,525+3.5% | $142,382-21.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.23% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,271 | $4,015+6.4% | $3,754+13.8% | $4,299-0.6% |
| Participant deferral / active EE | $9,889 | $5,564+77.7% | $5,116+93.3% | $6,507+52.0% |
| Admin fee / account holder | $89 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |