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 | $131,991 | $162,781-18.9% | $133,956-1.5% | $158,922-16.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.12% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,265 | $4,975-74.6% | $3,919-67.7% | $4,761-73.4% |
| Participant deferral / active EE | $4,566 | $5,911-22.7% | $5,048-9.5% | $5,982-23.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |