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 | $188,936 | $175,202+7.8% | $149,673+26.2% | $139,434+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.73% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $6,771 | $5,474+23.7% | $4,818+40.6% | $4,751+42.5% |
| Participant deferral / active EE | $9,119 | $6,519+39.9% | $5,680+60.5% | $6,710+35.9% |
| Admin fee / account holder | $237 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |