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 7-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 | $132,472 | $177,572-25.4% | $154,803-14.4% | $142,382-7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,517 | $4,810-6.1% | $4,305+4.9% | $4,299+5.1% |
| Participant deferral / active EE | $8,866 | $6,272+41.4% | $5,540+60.0% | $6,507+36.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |