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 8-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 | $158,456 | $202,432-21.7% | $169,368-6.4% | $139,434+13.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.24% | 531.74%-520.5pp | 405.60%-394.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $24,260 | $4,692+417.0% | $4,013+504.6% | $4,751+410.6% |
| Participant deferral / active EE | $11,014 | $6,938+58.7% | $6,221+77.0% | $6,710+64.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |