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 | $84,275 | $165,335-49.0% | $149,696-43.7% | $158,922-47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 159.18% | 348.15%-189.0pp | 276.60%-117.4pp | 302.83%-143.6pp |
| Employer contribution / active EE | $12,049 | $5,103+136.1% | $4,644+159.4% | $4,761+153.1% |
| Participant deferral / active EE | $9,500 | $7,181+32.3% | $6,842+38.9% | $5,982+58.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |