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 | $137,211 | $179,726-23.7% | $156,263-12.2% | $142,382-3.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.36% | 77.86%-54.5pp | 59.47%-36.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $12,095 | $5,069+138.6% | $4,333+179.1% | $4,299+181.3% |
| Participant deferral / active EE | $8,871 | $6,956+27.5% | $6,158+44.0% | $6,507+36.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |