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 | $132,888 | $160,055-17.0% | $140,016-5.1% | $135,375-1.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.11% | 911.38%-910.3pp | 651.12%-650.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $18,050 | $6,420+181.1% | $5,606+222.0% | $4,779+277.7% |
| Participant deferral / active EE | $19,700 | $7,642+157.8% | $6,927+184.4% | $5,609+251.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |