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 10-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 | $98,004 | $138,065-29.0% | $123,544-20.7% | $135,375-27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 370.65% | 153.68%+217.0pp | 119.20%+251.5pp | 519.73%-149.1pp |
| Employer contribution / active EE | $6,284 | $5,151+22.0% | $4,628+35.8% | $4,779+31.5% |
| Participant deferral / active EE | $8,767 | $6,799+28.9% | $6,426+36.4% | $5,609+56.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |