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 7-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 | $82,639 | $165,335-50.0% | $149,696-44.8% | $158,922-48.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 57.86% | 348.15%-290.3pp | 276.60%-218.7pp | 302.83%-245.0pp |
| Employer contribution / active EE | $18,067 | $5,103+254.1% | $4,644+289.0% | $4,761+279.5% |
| Participant deferral / active EE | $11,691 | $7,181+62.8% | $6,842+70.9% | $5,982+95.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |