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 6-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 | $127,124 | $165,984-23.4% | $164,813-22.9% | $145,922-12.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.05% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,750 | $5,273+28.0% | $4,341+55.5% | $4,660+44.9% |
| Participant deferral / active EE | $14,437 | $6,959+107.5% | $6,031+139.4% | $6,688+115.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |