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 | $148,483 | $121,625+22.1% | $104,607+41.9% | $158,922-6.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.96% | 465.26%-409.3pp | 340.46%-284.5pp | 302.83%-246.9pp |
| Employer contribution / active EE | $12,929 | $3,163+308.8% | $2,681+382.3% | $4,761+171.6% |
| Participant deferral / active EE | $8,667 | $4,177+107.5% | $3,740+131.8% | $5,982+44.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |