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 | $48,353 | $226,064-78.6% | $182,532-73.5% | $152,861-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.07% | 192.51%-183.4pp | 148.54%-139.5pp | 345.32%-336.2pp |
| Employer contribution / active EE | $7,657 | $4,978+53.8% | $4,076+87.8% | $4,762+60.8% |
| Participant deferral / active EE | $18,600 | $6,368+192.1% | $5,524+236.7% | $5,850+217.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |