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 | $94,222 | $148,534-36.6% | $135,903-30.7% | $139,434-32.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.06% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $9,281 | $5,243+77.0% | $4,856+91.1% | $4,751+95.4% |
| Participant deferral / active EE | $6,929 | $8,100-14.5% | $7,758-10.7% | $6,710+3.3% |
| Admin fee / account holder | $218 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |