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 8-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 | $126,032 | $226,064-44.2% | $182,532-31.0% | $152,861-17.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.29% | 192.51%-168.2pp | 148.54%-124.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,382 | $4,978+8.1% | $4,076+32.0% | $4,762+13.0% |
| Participant deferral / active EE | $13,402 | $6,368+110.5% | $5,524+142.6% | $5,850+129.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |