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 | $96,849 | $217,402-55.5% | $185,823-47.9% | $167,490-42.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.13% | 148.36%-126.2pp | 122.05%-99.9pp | 478.56%-456.4pp |
| Employer contribution / active EE | $9,867 | $5,873+68.0% | $5,167+90.9% | $4,837+104.0% |
| Participant deferral / active EE | $6,409 | $6,356+0.8% | $5,568+15.1% | $6,341+1.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |