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 8-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 | $65,334 | $135,635-51.8% | $110,238-40.7% | $135,375-51.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 156.84% | 513.19%-356.3pp | 314.74%-157.9pp | 519.73%-362.9pp |
| Employer contribution / active EE | $8,287 | $4,906+68.9% | $3,826+116.6% | $4,779+73.4% |
| Participant deferral / active EE | $11,574 | $5,506+110.2% | $4,672+147.7% | $5,609+106.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |