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 9-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 | $171,459 | $96,635+77.4% | $86,612+98.0% | $139,434+23.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.91% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,610 | $3,263+10.6% | $3,022+19.4% | $4,751-24.0% |
| Participant deferral / active EE | $17,222 | $4,836+256.1% | $4,438+288.1% | $6,710+156.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |