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 | $29,711 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.89% | 70.24%-41.3pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $4,688 | $4,961-5.5% | $4,693-0.1% | $4,299+9.0% |
| Participant deferral / active EE | $10,617 | $8,310+27.8% | $7,997+32.8% | $6,507+63.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |