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 4-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 | $173,298 | $185,822-6.7% | $169,993+1.9% | $139,434+24.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.94% | 60.50%-26.6pp | 53.37%-19.4pp | 372.94%-339.0pp |
| Employer contribution / active EE | $1,489 | $7,590-80.4% | $6,785-78.1% | $4,751-68.7% |
| Participant deferral / active EE | $8,595 | $11,622-26.0% | $10,408-17.4% | $6,710+28.1% |
| Admin fee / account holder | $185 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |