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 10-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 | $125,820 | $214,378-41.3% | $200,582-37.3% | $142,382-11.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.35% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,772 | $6,841-30.3% | $6,419-25.7% | $4,299+11.0% |
| Participant deferral / active EE | $9,324 | $9,865-5.5% | $9,331-0.1% | $6,507+43.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |