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 | $103,200 | $210,648-51.0% | $177,989-42.0% | $145,922-29.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.89% | 385.86%-366.0pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $5,070 | $4,565+11.1% | $3,949+28.4% | $4,660+8.8% |
| Participant deferral / active EE | $10,881 | $6,958+56.4% | $6,276+73.4% | $6,688+62.7% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |