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 | $113,345 | $214,378-47.1% | $200,582-43.5% | $142,382-20.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 39.21% | 46.41%-7.2pp | 42.33%-3.1pp | 217.08%-177.9pp |
| Employer contribution / active EE | $3,500 | $6,841-48.8% | $6,419-45.5% | $4,299-18.6% |
| Participant deferral / active EE | $7,415 | $9,865-24.8% | $9,331-20.5% | $6,507+14.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |