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 8-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 | $39,663 | $180,449-78.0% | $154,107-74.3% | $135,375-70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.73% | 888.09%-869.4pp | 735.12%-716.4pp | 519.73%-501.0pp |
| Employer contribution / active EE | $8,927 | $6,035+47.9% | $5,298+68.5% | $4,779+86.8% |
| Participant deferral / active EE | $8,211 | $5,806+41.4% | $5,081+61.6% | $5,609+46.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |