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 | $71,975 | $185,822-61.3% | $169,993-57.7% | $139,434-48.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.42% | 60.50%-35.1pp | 53.37%-28.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $17,127 | $7,590+125.7% | $6,785+152.4% | $4,751+260.5% |
| Participant deferral / active EE | $16,826 | $11,622+44.8% | $10,408+61.7% | $6,710+150.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |