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 | $182,903 | $183,963-0.6% | $162,163+12.8% | $152,861+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 66.73% | 150.76%-84.0pp | 115.59%-48.9pp | 345.32%-278.6pp |
| Employer contribution / active EE | $17,786 | $6,371+179.2% | $5,614+216.8% | $4,762+273.5% |
| Participant deferral / active EE | $13,524 | $8,034+68.3% | $7,298+85.3% | $5,850+131.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |