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 | $225,207 | $135,952+65.7% | $123,892+81.8% | $273,961-17.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.00% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,288 | $5,170+2.3% | $4,617+14.5% | $4,869+8.6% |
| Participant deferral / active EE | $5,044 | $6,343-20.5% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |