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 | $98,080 | $177,572-44.8% | $154,803-36.6% | $142,382-31.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,472 | $4,810-48.6% | $4,305-42.6% | $4,299-42.5% |
| Participant deferral / active EE | $5,275 | $6,272-15.9% | $5,540-4.8% | $6,507-18.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |