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 | $100,989 | $107,934-6.4% | $91,989+9.8% | $152,861-33.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.44% | 89.24%-69.8pp | 69.02%-49.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,563 | $4,210-15.4% | $3,452+3.2% | $4,762-25.2% |
| Participant deferral / active EE | $4,750 | $6,364-25.4% | $5,923-19.8% | $5,850-18.8% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |