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 8-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 | $116,268 | $138,044-15.8% | $125,339-7.2% | $134,475-13.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.21% | 750.33%-749.1pp | 572.05%-570.8pp | 417.96%-416.8pp |
| Employer contribution / active EE | $13,727 | $5,243+161.8% | $4,814+185.2% | $4,740+189.6% |
| Participant deferral / active EE | $18,867 | $7,799+141.9% | $7,446+153.4% | $6,400+194.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |