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 | $108,585 | $228,332-52.4% | $185,823-41.6% | $158,922-31.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.06% | 40.80%-22.7pp | 35.95%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $6,195 | $4,967+24.7% | $4,087+51.6% | $4,761+30.1% |
| Participant deferral / active EE | $14,950 | $6,415+133.1% | $5,632+165.4% | $5,982+149.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |