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 | $123,067 | $183,519-32.9% | $155,509-20.9% | $145,922-15.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.13% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,425 | $5,313-35.5% | $4,672-26.7% | $4,660-26.5% |
| Participant deferral / active EE | $12,495 | $6,462+93.3% | $5,626+122.1% | $6,688+86.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |