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 | $146,342 | $215,361-32.0% | $171,082-14.5% | $273,961-46.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.26% | 25.14%-13.9pp | 32.56%-21.3pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,136 | $4,967-57.0% | $4,002-46.6% | $4,869-56.1% |
| Participant deferral / active EE | $2,136 | $5,543-61.5% | $4,797-55.5% | $5,287-59.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |