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 | $147,944 | $124,281+19.0% | $109,143+35.6% | $167,490-11.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.00% | 26.04%-1.0pp | 25.75%-0.7pp | 478.56%-453.6pp |
| Employer contribution / active EE | $9,946 | $4,207+136.4% | $3,722+167.2% | $4,837+105.6% |
| Participant deferral / active EE | $11,810 | $5,255+124.7% | $4,653+153.8% | $6,341+86.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |