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 | $83,147 | $165,335-49.7% | $149,696-44.5% | $158,922-47.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.38% | 348.15%-319.8pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,307 | $5,103-74.4% | $4,644-71.9% | $4,761-72.5% |
| Participant deferral / active EE | $11,057 | $7,181+54.0% | $6,842+61.6% | $5,982+84.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |