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 | $121,273 | $135,952-10.8% | $123,892-2.1% | $273,961-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.90% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,619 | $5,170-49.3% | $4,617-43.3% | $4,869-46.2% |
| Participant deferral / active EE | $5,449 | $6,343-14.1% | $5,984-8.9% | $5,287+3.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |