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 | $80,431 | $183,963-56.3% | $162,163-50.4% | $152,861-47.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.69% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,516 | $6,371+18.0% | $5,614+33.9% | $4,762+57.8% |
| Participant deferral / active EE | $6,538 | $8,034-18.6% | $7,298-10.4% | $5,850+11.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |