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 | $154,732 | $214,378-27.8% | $200,582-22.9% | $142,382+8.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.77% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,183 | $6,841-38.9% | $6,419-34.8% | $4,299-2.7% |
| Participant deferral / active EE | $3,875 | $9,865-60.7% | $9,331-58.5% | $6,507-40.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |