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 | $200,249 | $114,381+75.1% | $107,525+86.2% | $142,382+40.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $10,883 | $4,015+171.1% | $3,754+189.9% | $4,299+153.1% |
| Participant deferral / active EE | $6,950 | $5,564+24.9% | $5,116+35.9% | $6,507+6.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |