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 | $145,983 | $114,381+27.6% | $107,525+35.8% | $142,382+2.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.23% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,163 | $4,015+3.7% | $3,754+10.9% | $4,299-3.2% |
| Participant deferral / active EE | $6,533 | $5,564+17.4% | $5,116+27.7% | $6,507+0.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |