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 | $84,548 | $183,963-54.0% | $162,163-47.9% | $152,861-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.55% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.8pp |
| Employer contribution / active EE | $6,216 | $6,371-2.4% | $5,614+10.7% | $4,762+30.5% |
| Participant deferral / active EE | $8,125 | $8,034+1.1% | $7,298+11.3% | $5,850+38.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |