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 8-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 | $149,226 | $172,111-13.3% | $150,298-0.7% | $137,256+8.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.53% | 69.37%-55.8pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,804 | $4,636-39.5% | $4,154-32.5% | $4,156-32.5% |
| Participant deferral / active EE | $27,821 | $6,166+351.2% | $5,453+410.2% | $6,407+334.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |