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 7-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 | $97,037 | $177,572-45.4% | $154,803-37.3% | $142,382-31.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.66% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,558 | $4,810+161.0% | $4,305+191.7% | $4,299+192.1% |
| Participant deferral / active EE | $10,199 | $6,272+62.6% | $5,540+84.1% | $6,507+56.7% |
| Admin fee / account holder | $203 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |