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 | $93,570 | $148,534-37.0% | $135,903-31.1% | $139,434-32.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.01% | 79.19%-45.2pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | $4,212 | $5,243-19.7% | $4,856-13.3% | $4,751-11.3% |
| Participant deferral / active EE | $16,563 | $8,100+104.5% | $7,758+113.5% | $6,710+146.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |