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 7-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 | $131,063 | $126,574+3.5% | $106,213+23.4% | $145,922-10.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 224.79%-213.9pp | 116.14%-105.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $14,626 | $3,730+292.1% | $3,171+361.2% | $4,660+213.9% |
| Participant deferral / active EE | $11,500 | $5,724+100.9% | $5,016+129.3% | $6,688+72.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |