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 5-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 | $136,822 | $214,378-36.2% | $200,582-31.8% | $142,382-3.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.93% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,055 | $6,841-40.7% | $6,419-36.8% | $4,299-5.7% |
| Participant deferral / active EE | $9,067 | $9,865-8.1% | $9,331-2.8% | $6,507+39.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |