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 | $143,418 | $81,632+75.7% | $70,449+103.6% | $158,922-9.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.58% | 208.40%-203.8pp | 109.03%-104.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $2,579 | $3,217-19.8% | $2,737-5.7% | $4,761-45.8% |
| Participant deferral / active EE | $5,836 | $4,554+28.2% | $3,709+57.4% | $5,982-2.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |