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 | $185,849 | $138,065+34.6% | $123,544+50.4% | $135,375+37.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.01% | 153.68%-150.7pp | 119.20%-116.2pp | 519.73%-516.7pp |
| Employer contribution / active EE | $4,148 | $5,151-19.5% | $4,628-10.4% | $4,779-13.2% |
| Participant deferral / active EE | $15,262 | $6,799+124.5% | $6,426+137.5% | $5,609+172.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |