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 9-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 | $115,277 | $165,335-30.3% | $149,696-23.0% | $158,922-27.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.63% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $7,083 | $5,103+38.8% | $4,644+52.5% | $4,761+48.8% |
| Participant deferral / active EE | $12,353 | $7,181+72.0% | $6,842+80.6% | $5,982+106.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |