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 | $100,728 | $175,202-42.5% | $149,673-32.7% | $139,434-27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.10% | 166.71%-124.6pp | 134.42%-92.3pp | 372.94%-330.8pp |
| Employer contribution / active EE | $10,315 | $5,474+88.4% | $4,818+114.1% | $4,751+117.1% |
| Participant deferral / active EE | $7,179 | $6,519+10.1% | $5,680+26.4% | $6,710+7.0% |
| Admin fee / account holder | $109 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |