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 | $117,911 | $214,378-45.0% | $200,582-41.2% | $142,382-17.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.31% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $13,911 | $6,841+103.3% | $6,419+116.7% | $4,299+223.6% |
| Participant deferral / active EE | $7,986 | $9,865-19.0% | $9,331-14.4% | $6,507+22.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |