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 | $103,159 | $138,065-25.3% | $123,544-16.5% | $135,375-23.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.11% | 153.68%-153.6pp | 119.20%-119.1pp | 519.73%-519.6pp |
| Employer contribution / active EE | $6,240 | $5,151+21.1% | $4,628+34.8% | $4,779+30.6% |
| Participant deferral / active EE | $6,167 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |