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 | $92,464 | $172,111-46.3% | $150,298-38.5% | $137,256-32.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.17% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $7,747 | $4,636+67.1% | $4,154+86.5% | $4,156+86.4% |
| Participant deferral / active EE | $2,983 | $6,166-51.6% | $5,453-45.3% | $6,407-53.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |