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 10-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 | $114,923 | $156,846-26.7% | $121,098-5.1% | $139,434-17.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.66% | 1474.56%-1453.9pp | 985.75%-965.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $15,952 | $5,536+188.1% | $4,164+283.1% | $4,751+235.8% |
| Participant deferral / active EE | $17,167 | $4,844+254.4% | $4,080+320.8% | $6,710+155.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |