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 | $148,018 | $183,963-19.5% | $162,163-8.7% | $152,861-3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.42% | 150.76%-131.3pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,435 | $6,371+32.4% | $5,614+50.3% | $4,762+77.1% |
| Participant deferral / active EE | $8,517 | $8,034+6.0% | $7,298+16.7% | $5,850+45.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |