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 | $146,510 | $197,591-25.9% | $177,821-17.6% | $158,922-7.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.05% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $15,163 | $6,697+126.4% | $5,918+156.2% | $4,761+218.5% |
| Participant deferral / active EE | $11,045 | $8,405+31.4% | $7,714+43.2% | $5,982+84.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |