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 | $128,738 | $183,963-30.0% | $162,163-20.6% | $152,861-15.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.17% | 150.76%-119.6pp | 115.59%-84.4pp | 345.32%-314.2pp |
| Employer contribution / active EE | $23,325 | $6,371+266.1% | $5,614+315.5% | $4,762+389.8% |
| Participant deferral / active EE | $16,390 | $8,034+104.0% | $7,298+124.6% | $5,850+180.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |