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 | $141,918 | $131,829+7.7% | $108,579+30.7% | $273,961-48.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 19.19% | -91.57%+110.8pp | -51.70%+70.9pp | 41.45%-22.3pp |
| Employer contribution / active EE | $4,004 | $4,912-18.5% | $3,758+6.5% | $4,869-17.8% |
| Participant deferral / active EE | $13,996 | $5,127+173.0% | $4,311+224.7% | $5,287+164.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |