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 | $109,896 | $158,398-30.6% | $126,539-13.2% | $142,382-22.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.03% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,403 | $4,650-26.8% | $3,674-7.4% | $4,299-20.8% |
| Participant deferral / active EE | $8,136 | $4,767+70.7% | $4,083+99.3% | $6,507+25.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |