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 | $191,492 | $106,584+79.7% | $101,326+89.0% | $142,382+34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.80% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,500 | $3,956-36.8% | $3,665-31.8% | $4,299-41.8% |
| Participant deferral / active EE | $17,580 | $8,297+111.9% | $7,994+119.9% | $6,507+170.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |