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 | $104,271 | $180,449-42.2% | $154,107-32.3% | $135,375-23.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 130.44% | 888.09%-757.7pp | 735.12%-604.7pp | 519.73%-389.3pp |
| Employer contribution / active EE | $6,781 | $6,035+12.4% | $5,298+28.0% | $4,779+41.9% |
| Participant deferral / active EE | $13,373 | $5,806+130.3% | $5,081+163.2% | $5,609+138.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |