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 6-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 | $139,640 | $183,963-24.1% | $162,163-13.9% | $152,861-8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.82% | 150.76%-136.9pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $9,979 | $6,371+56.6% | $5,614+77.8% | $4,762+109.5% |
| Participant deferral / active EE | $18,227 | $8,034+126.9% | $7,298+149.8% | $5,850+211.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |