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 | $193,209 | $108,919+77.4% | $100,391+92.5% | $145,922+32.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 57.88%-44.5pp | 49.20%-35.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,607 | $4,419-63.6% | $3,942-59.2% | $4,660-65.5% |
| Participant deferral / active EE | $10,083 | $8,445+19.4% | $8,082+24.8% | $6,688+50.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |