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 | $126,277 | $165,335-23.6% | $149,696-15.6% | $158,922-20.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.08% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $3,845 | $5,103-24.6% | $4,644-17.2% | $4,761-19.2% |
| Participant deferral / active EE | $11,470 | $7,181+59.7% | $6,842+67.6% | $5,982+91.7% |
| Admin fee / account holder | $42 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |