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 | $124,113 | $159,602-22.2% | $150,045-17.3% | $142,382-12.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.81% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $12,464 | $4,961+151.3% | $4,693+165.6% | $4,299+189.9% |
| Participant deferral / active EE | $9,753 | $8,310+17.4% | $7,997+22.0% | $6,507+49.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |