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 | $104,411 | $157,256-33.6% | $141,162-26.0% | $152,861-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.05% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,100 | $5,261-60.1% | $4,735-55.6% | $4,762-55.9% |
| Participant deferral / active EE | $12,667 | $7,109+78.2% | $6,709+88.8% | $5,850+116.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |