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 | $88,995 | $148,534-40.1% | $135,903-34.5% | $139,434-36.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.19% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,539 | $5,243-51.6% | $4,856-47.7% | $4,751-46.6% |
| Participant deferral / active EE | $6,833 | $8,100-15.6% | $7,758-11.9% | $6,710+1.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |