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 8-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 | $32,988 | $142,405-76.8% | $115,157-71.4% | $152,861-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 51.30% | 41.48%+9.8pp | 35.60%+15.7pp | 345.32%-294.0pp |
| Employer contribution / active EE | $14,234 | $4,010+255.0% | $3,179+347.8% | $4,762+198.9% |
| Participant deferral / active EE | $6,685 | $5,164+29.5% | $4,168+60.4% | $5,850+14.3% |
| Admin fee / account holder | $184 | $8,462-97.8% | $7,088-97.4% | $11,596-98.4% |