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 6-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 | $95,064 | $117,983-19.4% | $101,794-6.6% | $142,382-33.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.70% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,991 | $2,773+7.9% | $2,289+30.7% | $4,299-30.4% |
| Participant deferral / active EE | $22,228 | $4,714+371.6% | $4,084+444.3% | $6,507+241.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |