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 6-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 | $41,872 | $209,832-80.0% | $189,513-77.9% | $167,490-75.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.47% | 748.27%-721.8pp | 555.15%-528.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $4,971 | $6,914-28.1% | $6,162-19.3% | $4,837+2.7% |
| Participant deferral / active EE | $10,355 | $8,935+15.9% | $8,221+26.0% | $6,341+63.3% |
| Admin fee / account holder | $66 | $14,293-99.5% | $12,045-99.5% | $12,309-99.5% |