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 5-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 | $127,032 | $109,982+15.5% | $97,226+30.7% | $145,922-12.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.21% | 242.90%-217.7pp | 75.13%-49.9pp | 561.29%-536.1pp |
| Employer contribution / active EE | $21,117 | $3,084+584.8% | $2,729+673.9% | $4,660+353.2% |
| Participant deferral / active EE | $21,815 | $4,676+366.6% | $4,264+411.7% | $6,688+226.2% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |