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 9-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 | $39,785 | $180,449-78.0% | $154,107-74.2% | $135,375-70.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.83% | 888.09%-875.3pp | 735.12%-722.3pp | 519.73%-506.9pp |
| Employer contribution / active EE | $1,851 | $6,035-69.3% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $5,877 | $5,806+1.2% | $5,081+15.7% | $5,609+4.8% |
| Admin fee / account holder | $91 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |