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 | $103,650 | $177,572-41.6% | $154,803-33.0% | $142,382-27.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 83.45% | 65.07%+18.4pp | 58.88%+24.6pp | 217.08%-133.6pp |
| Employer contribution / active EE | $6,557 | $4,810+36.3% | $4,305+52.3% | $4,299+52.5% |
| Participant deferral / active EE | $26,113 | $6,272+316.4% | $5,540+371.3% | $6,507+301.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |