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 8-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 | $123,705 | $197,591-37.4% | $177,821-30.4% | $158,922-22.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.58% | 58.76%-18.2pp | 48.32%-7.7pp | 302.83%-262.2pp |
| Employer contribution / active EE | $14,257 | $6,697+112.9% | $5,918+140.9% | $4,761+199.4% |
| Participant deferral / active EE | $17,558 | $8,405+108.9% | $7,714+127.6% | $5,982+193.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |