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 | $145,399 | $214,378-32.2% | $200,582-27.5% | $142,382+2.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.12% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,127 | $6,841-25.1% | $6,419-20.1% | $4,299+19.3% |
| Participant deferral / active EE | $13,768 | $9,865+39.6% | $9,331+47.6% | $6,507+111.6% |
| Admin fee / account holder | $196 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |