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 | $105,235 | $118,450-11.2% | $98,439+6.9% | $139,434-24.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 18.94%-5.5pp | 21.16%-7.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $12,012 | $3,609+232.8% | $3,048+294.1% | $4,751+152.8% |
| Participant deferral / active EE | $6,260 | $5,392+16.1% | $4,738+32.1% | $6,710-6.7% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |