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 | $103,477 | $201,272-48.6% | $184,203-43.8% | $145,922-29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.86% | 29.00%-8.1pp | 28.81%-8.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,648 | $7,022-62.3% | $6,427-58.8% | $4,660-43.2% |
| Participant deferral / active EE | $9,200 | $9,806-6.2% | $9,131+0.8% | $6,688+37.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |