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 8-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 | $98,746 | $198,466-50.2% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.88% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $10,972 | $6,184+77.4% | $5,433+102.0% | $4,876+125.0% |
| Participant deferral / active EE | $10,500 | $5,629+86.5% | $4,939+112.6% | $5,439+93.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |