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 | $74,063 | $226,064-67.2% | $182,532-59.4% | $152,861-51.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.85% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,198 | $4,978+24.5% | $4,076+52.1% | $4,762+30.1% |
| Participant deferral / active EE | $14,376 | $6,368+125.8% | $5,524+160.2% | $5,850+145.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |