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 | $74,033 | $176,056-57.9% | $159,436-53.6% | $167,490-55.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.29% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $8,893 | $5,297+67.9% | $4,829+84.1% | $4,837+83.8% |
| Participant deferral / active EE | $16,062 | $7,750+107.2% | $7,352+118.5% | $6,341+153.3% |
| Admin fee / account holder | $177 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |