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 | $164,820 | $127,386+29.4% | $115,037+43.3% | $125,391+31.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.88% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.3pp |
| Employer contribution / active EE | $2,160 | $5,166-58.2% | $4,608-53.1% | $4,866-55.6% |
| Participant deferral / active EE | $2,160 | $6,423-66.4% | $6,026-64.2% | $5,352-59.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |