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 7-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 | $47,220 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 19.87% | 257.29%-237.4pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $13,148 | $6,184+112.6% | $5,433+142.0% | $4,876+169.6% |
| Participant deferral / active EE | $7,748 | $5,629+37.6% | $4,939+56.9% | $5,439+42.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |