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 7-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 | $42,419 | $183,963-76.9% | $162,163-73.8% | $152,861-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.48% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $8,071 | $6,371+26.7% | $5,614+43.8% | $4,762+69.5% |
| Participant deferral / active EE | $10,038 | $8,034+24.9% | $7,298+37.5% | $5,850+71.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |