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 | $182,564 | $121,625+50.1% | $104,607+74.5% | $158,922+14.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.84% | 465.26%-409.4pp | 340.46%-284.6pp | 302.83%-247.0pp |
| Employer contribution / active EE | $2,905 | $3,163-8.2% | $2,681+8.4% | $4,761-39.0% |
| Participant deferral / active EE | $6,819 | $4,177+63.2% | $3,740+82.4% | $5,982+14.0% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |