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 | $118,805 | $202,432-41.3% | $169,368-29.9% | $139,434-14.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 57.80% | 531.74%-473.9pp | 405.60%-347.8pp | 372.94%-315.1pp |
| Employer contribution / active EE | $3,360 | $4,692-28.4% | $4,013-16.3% | $4,751-29.3% |
| Participant deferral / active EE | $27,500 | $6,938+296.4% | $6,221+342.0% | $6,710+309.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |