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 6-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 | $114,498 | $124,185-7.8% | $108,410+5.6% | $167,490-31.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.90% | 1379.64%-1361.7pp | 905.27%-887.4pp | 478.56%-460.7pp |
| Employer contribution / active EE | $12,326 | $4,187+194.4% | $3,558+246.4% | $4,837+154.8% |
| Participant deferral / active EE | $12,250 | $6,908+77.3% | $6,563+86.7% | $6,341+93.2% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |