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 3-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 | $117,916 | $148,534-20.6% | $135,903-13.2% | $139,434-15.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 907.82% | 79.19%+828.6pp | 68.23%+839.6pp | 372.94%+534.9pp |
| Employer contribution / active EE | $6,023 | $5,243+14.9% | $4,856+24.0% | $4,751+26.8% |
| Participant deferral / active EE | $23,483 | $8,100+189.9% | $7,758+202.7% | $6,710+250.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |