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 | $105,673 | $168,632-37.3% | $147,614-28.4% | $125,391-15.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1087.68% | 77.65%+1010.0pp | 61.98%+1025.7pp | 282.22%+805.5pp |
| Employer contribution / active EE | $8,067 | $6,252+29.0% | $5,564+45.0% | $4,866+65.8% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $138 | $13,580-99.0% | $11,611-98.8% | $9,540-98.6% |