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 7-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 | $111,133 | $142,405-22.0% | $115,157-3.5% | $152,861-27.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.28% | 41.48%-16.2pp | 35.60%-10.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,720 | $4,010+17.7% | $3,179+48.5% | $4,762-0.9% |
| Participant deferral / active EE | $11,800 | $5,164+128.5% | $4,168+183.1% | $5,850+101.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |