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 | $149,040-26.3% | $120,225-8.6% | $137,256-19.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.03% | 605.68%-590.7pp | 439.23%-424.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,403 | $4,350-21.8% | $3,475-2.1% | $4,156-18.1% |
| Participant deferral / active EE | $8,136 | $4,655+74.8% | $3,999+103.5% | $6,407+27.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |