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 | $111,747 | $176,812-36.8% | $146,665-23.8% | $167,490-33.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.18% | 24.03%+3.2pp | 22.74%+4.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $2,382 | $5,160-53.8% | $4,136-42.4% | $4,837-50.8% |
| Participant deferral / active EE | $11,156 | $6,440+73.2% | $5,506+102.6% | $6,341+75.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |