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 | $177,710 | $108,919+63.2% | $100,391+77.0% | $145,922+21.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.17% | 57.88%-36.7pp | 49.20%-28.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,845 | $4,419-58.3% | $3,942-53.2% | $4,660-60.4% |
| Participant deferral / active EE | $2,306 | $8,445-72.7% | $8,082-71.5% | $6,688-65.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |