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 8-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 | $82,384 | $183,963-55.2% | $162,163-49.2% | $152,861-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.93% | 150.76%-120.8pp | 115.59%-85.7pp | 345.32%-315.4pp |
| Employer contribution / active EE | $2,115 | $6,371-66.8% | $5,614-62.3% | $4,762-55.6% |
| Participant deferral / active EE | $6,802 | $8,034-15.3% | $7,298-6.8% | $5,850+16.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |