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 | $132,982 | $114,381+16.3% | $107,525+23.7% | $142,382-6.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.88% | 242.71%-216.8pp | 181.32%-155.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,076 | $4,015+1.5% | $3,754+8.6% | $4,299-5.2% |
| Participant deferral / active EE | $12,000 | $5,564+115.7% | $5,116+134.6% | $6,507+84.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |