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 | $101,592 | $209,832-51.6% | $189,513-46.4% | $167,490-39.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 23.76% | 748.27%-724.5pp | 555.15%-531.4pp | 478.56%-454.8pp |
| Employer contribution / active EE | $5,523 | $6,914-20.1% | $6,162-10.4% | $4,837+14.2% |
| Participant deferral / active EE | $14,260 | $8,935+59.6% | $8,221+73.4% | $6,341+124.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |