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 3-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 | $129,319 | $202,432-36.1% | $169,368-23.6% | $139,434-7.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 34.77% | 531.74%-497.0pp | 405.60%-370.8pp | 372.94%-338.2pp |
| Employer contribution / active EE | $4,322 | $4,692-7.9% | $4,013+7.7% | $4,751-9.0% |
| Participant deferral / active EE | $17,525 | $6,938+152.6% | $6,221+181.7% | $6,710+161.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |