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 9-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 | $106,416 | $183,963-42.2% | $162,163-34.4% | $152,861-30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.29% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $13,357 | $6,371+109.7% | $5,614+137.9% | $4,762+180.5% |
| Participant deferral / active EE | $10,434 | $8,034+29.9% | $7,298+43.0% | $5,850+78.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |