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 | $142,511 | $115,882+23.0% | $100,516+41.8% | $158,922-10.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.55% | 34.79%-20.2pp | 30.89%-16.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,974 | $4,103-27.5% | $3,418-13.0% | $4,761-37.5% |
| Participant deferral / active EE | $11,633 | $6,674+74.3% | $6,270+85.5% | $5,982+94.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |