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 10-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 | $140,246 | $183,963-23.8% | $162,163-13.5% | $152,861-8.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.23% | 150.76%-126.5pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $9,299 | $6,371+46.0% | $5,614+65.6% | $4,762+95.3% |
| Participant deferral / active EE | $9,498 | $8,034+18.2% | $7,298+30.1% | $5,850+62.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |