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 | $151,781 | $197,591-23.2% | $177,821-14.6% | $158,922-4.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.98% | 58.76%-23.8pp | 48.32%-13.3pp | 302.83%-267.8pp |
| Employer contribution / active EE | $20,875 | $6,697+211.7% | $5,918+252.7% | $4,761+338.4% |
| Participant deferral / active EE | $14,075 | $8,405+67.5% | $7,714+82.5% | $5,982+135.3% |
| Admin fee / account holder | $250 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |