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 | $144,240 | $121,625+18.6% | $104,607+37.9% | $158,922-9.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.19% | 465.26%-444.1pp | 340.46%-319.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $840 | $3,163-73.4% | $2,681-68.7% | $4,761-82.4% |
| Participant deferral / active EE | $19,500 | $4,177+366.8% | $3,740+421.4% | $5,982+226.0% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |