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 | $116,645 | $103,376+12.8% | $87,100+33.9% | $152,861-23.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 32.25% | 28.10%+4.2pp | 28.19%+4.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,865 | $4,778-61.0% | $4,049-53.9% | $5,850-68.1% |
| Admin fee / account holder | $5 | $12,205-100.0% | $7,497-99.9% | $11,596-100.0% |