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 6-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 | $136,242 | $163,101-16.5% | $136,749-0.4% | $142,382-4.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 148.55% | 27.54%+121.0pp | 24.33%+124.2pp | 217.08%-68.5pp |
| Employer contribution / active EE | $4,889 | $4,117+18.8% | $3,400+43.8% | $4,299+13.7% |
| Participant deferral / active EE | $7,204 | $5,585+29.0% | $4,692+53.5% | $6,507+10.7% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |