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 | $121,010 | $180,749-33.1% | $160,784-24.7% | $137,256-11.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.15% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,009 | $4,155-51.7% | $3,733-46.2% | $4,156-51.7% |
| Participant deferral / active EE | $2,009 | $6,844-70.7% | $6,293-68.1% | $6,407-68.6% |
| Admin fee / account holder | $266 | $10,397-97.4% | $9,717-97.3% | $12,270-97.8% |