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 | $114,326 | $126,574-9.7% | $106,213+7.6% | $145,922-21.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.23% | 224.79%-214.6pp | 116.14%-105.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $11,796 | $3,730+216.2% | $3,171+271.9% | $4,660+153.2% |
| Participant deferral / active EE | $5,300 | $5,724-7.4% | $5,016+5.7% | $6,688-20.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |