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 5-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 | $84,591 | $214,378-60.5% | $200,582-57.8% | $142,382-40.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.82% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,687 | $6,841+12.4% | $6,419+19.8% | $4,299+78.8% |
| Participant deferral / active EE | $8,941 | $9,865-9.4% | $9,331-4.2% | $6,507+37.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |