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 | $92,828 | $202,432-54.1% | $169,368-45.2% | $139,434-33.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 36.20% | 531.74%-495.5pp | 405.60%-369.4pp | 372.94%-336.7pp |
| Employer contribution / active EE | $18,785 | $4,692+300.3% | $4,013+368.1% | $4,751+295.4% |
| Participant deferral / active EE | $7,500 | $6,938+8.1% | $6,221+20.6% | $6,710+11.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |