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 | $112,333 | $165,984-32.3% | $164,813-31.8% | $145,922-23.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.15% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $12,505 | $5,273+137.1% | $4,341+188.1% | $4,660+168.4% |
| Participant deferral / active EE | $20,916 | $6,959+200.6% | $6,031+246.8% | $6,688+212.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |