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 | $152,974 | $160,055-4.4% | $140,016+9.3% | $135,375+13.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.34% | 911.38%-911.0pp | 651.12%-650.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $1,672 | $6,420-74.0% | $5,606-70.2% | $4,779-65.0% |
| Participant deferral / active EE | $13,720 | $7,642+79.5% | $6,927+98.1% | $5,609+144.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |