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 7-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 | $133,774 | $159,602-16.2% | $150,045-10.8% | $142,382-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.33% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,104 | $4,961+23.0% | $4,693+30.1% | $4,299+42.0% |
| Participant deferral / active EE | $10,270 | $8,310+23.6% | $7,997+28.4% | $6,507+57.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |