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 | $113,355 | $180,449-37.2% | $154,107-26.4% | $135,375-16.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.19% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $5,943 | $6,035-1.5% | $5,298+12.2% | $4,779+24.4% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |