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 | $144,306 | $198,466-27.3% | $170,442-15.3% | $147,584-2.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 294.51% | 257.29%+37.2pp | 205.93%+88.6pp | 578.55%-284.0pp |
| Employer contribution / active EE | $19,789 | $6,184+220.0% | $5,433+264.3% | $4,876+305.8% |
| Participant deferral / active EE | $10,262 | $5,629+82.3% | $4,939+107.8% | $5,439+88.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |