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 | $135,619 | $226,064-40.0% | $182,532-25.7% | $152,861-11.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.87% | 192.51%-173.6pp | 148.54%-129.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $11,701 | $4,978+135.0% | $4,076+187.1% | $4,762+145.7% |
| Participant deferral / active EE | $13,375 | $6,368+110.0% | $5,524+142.1% | $5,850+128.6% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |