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 5-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 | $87,838 | $209,832-58.1% | $189,513-53.7% | $167,490-47.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 41.60% | 748.27%-706.7pp | 555.15%-513.6pp | 478.56%-437.0pp |
| Employer contribution / active EE | $18,868 | $6,914+172.9% | $6,162+206.2% | $4,837+290.0% |
| Participant deferral / active EE | $7,292 | $8,935-18.4% | $8,221-11.3% | $6,341+15.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |