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 | $127,426 | $214,378-40.6% | $200,582-36.5% | $142,382-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.63% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,196 | $6,841-53.3% | $6,419-50.2% | $4,299-25.7% |
| Participant deferral / active EE | $12,362 | $9,865+25.3% | $9,331+32.5% | $6,507+90.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |