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 | $121,933 | $88,751+37.4% | $81,812+49.0% | $145,922-16.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,180 | $3,083+68.0% | $2,912+77.9% | $4,660+11.2% |
| Participant deferral / active EE | $12,293 | $4,643+164.8% | $4,319+184.7% | $6,688+83.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |