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 | $100,497 | $183,963-45.4% | $162,163-38.0% | $152,861-34.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.30% | 150.76%-124.5pp | 115.59%-89.3pp | 345.32%-319.0pp |
| Employer contribution / active EE | $6,899 | $6,371+8.3% | $5,614+22.9% | $4,762+44.9% |
| Participant deferral / active EE | $14,790 | $8,034+84.1% | $7,298+102.6% | $5,850+152.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |