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 | $119,258 | $105,998+12.5% | $92,233+29.3% | $147,584-19.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.93% | 50.05%-22.1pp | 176.28%-148.4pp | 578.55%-550.6pp |
| Employer contribution / active EE | $5,037 | $4,333+16.3% | $3,679+36.9% | $4,876+3.3% |
| Participant deferral / active EE | $5,511 | $4,478+23.1% | $3,897+41.4% | $5,439+1.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |