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 5-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 | $155,491 | $214,378-27.5% | $200,582-22.5% | $142,382+9.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 103.88% | 46.41%+57.5pp | 42.33%+61.5pp | 217.08%-113.2pp |
| Employer contribution / active EE | $7,440 | $6,841+8.7% | $6,419+15.9% | $4,299+73.1% |
| Participant deferral / active EE | $10,800 | $9,865+9.5% | $9,331+15.7% | $6,507+66.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |