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 | $95,974 | $160,055-40.0% | $140,016-31.5% | $135,375-29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.94% | 911.38%-899.4pp | 651.12%-639.2pp | 519.73%-507.8pp |
| Employer contribution / active EE | $20,947 | $6,420+226.3% | $5,606+273.7% | $4,779+338.3% |
| Participant deferral / active EE | $14,309 | $7,642+87.2% | $6,927+106.6% | $5,609+155.1% |
| Admin fee / account holder | $277 | $13,328-97.9% | $10,705-97.4% | $10,827-97.4% |