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 | $122,901 | $124,281-1.1% | $109,143+12.6% | $167,490-26.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.14% | 26.04%+6.1pp | 25.75%+6.4pp | 478.56%-446.4pp |
| Employer contribution / active EE | $42,860 | $4,207+918.7% | $3,722+1051.6% | $4,837+786.0% |
| Participant deferral / active EE | $8,497 | $5,255+61.7% | $4,653+82.6% | $6,341+34.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |