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 | $147,290 | $209,832-29.8% | $189,513-22.3% | $167,490-12.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.77% | 748.27%-729.5pp | 555.15%-536.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $32,530 | $6,914+370.5% | $6,162+428.0% | $4,837+572.5% |
| Participant deferral / active EE | $16,900 | $8,935+89.1% | $8,221+105.6% | $6,341+166.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |