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 7-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 | $106,382 | $159,602-33.3% | $150,045-29.1% | $142,382-25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.89% | 70.24%-54.3pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,050 | $4,961-38.5% | $4,693-35.0% | $4,299-29.1% |
| Participant deferral / active EE | $6,231 | $8,310-25.0% | $7,997-22.1% | $6,507-4.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |