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 | $39,287 | $183,963-78.6% | $162,163-75.8% | $152,861-74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 53.02% | 150.76%-97.7pp | 115.59%-62.6pp | 345.32%-292.3pp |
| Employer contribution / active EE | $16,878 | $6,371+164.9% | $5,614+200.7% | $4,762+254.4% |
| Participant deferral / active EE | $9,733 | $8,034+21.2% | $7,298+33.4% | $5,850+66.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |