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 | $119,222 | $148,534-19.7% | $135,903-12.3% | $139,434-14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.03% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $13,682 | $5,243+161.0% | $4,856+181.7% | $4,751+188.0% |
| Participant deferral / active EE | $7,858 | $8,100-3.0% | $7,758+1.3% | $6,710+17.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |