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 | $75,817 | $185,822-59.2% | $169,993-55.4% | $139,434-45.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.27% | 60.50%-37.2pp | 53.37%-30.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,870 | $7,590-62.2% | $6,785-57.7% | $4,751-39.6% |
| Participant deferral / active EE | $9,000 | $11,622-22.6% | $10,408-13.5% | $6,710+34.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |