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 | $140,553 | $165,984-15.3% | $164,813-14.7% | $145,922-3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,774 | $5,273-47.4% | $4,341-36.1% | $4,660-40.5% |
| Participant deferral / active EE | $11,534 | $6,959+65.7% | $6,031+91.2% | $6,688+72.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |