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 6-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 | $78,821 | $159,602-50.6% | $150,045-47.5% | $142,382-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.29% | 70.24%-48.9pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,551 | $4,961+11.9% | $4,693+18.3% | $4,299+29.1% |
| Participant deferral / active EE | $9,160 | $8,310+10.2% | $7,997+14.5% | $6,507+40.8% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |