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 | $134,162 | $214,378-37.4% | $200,582-33.1% | $142,382-5.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.25% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $11,839 | $6,841+73.0% | $6,419+84.4% | $4,299+175.4% |
| Participant deferral / active EE | $20,662 | $9,865+109.5% | $9,331+121.4% | $6,507+217.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |