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 | $66,312 | $138,065-52.0% | $123,544-46.3% | $135,375-51.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 327.18% | 153.68%+173.5pp | 119.20%+208.0pp | 519.73%-192.6pp |
| Employer contribution / active EE | $6,925 | $5,151+34.4% | $4,628+49.6% | $4,779+44.9% |
| Participant deferral / active EE | $9,269 | $6,799+36.3% | $6,426+44.3% | $5,609+65.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |