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 | $47,954 | $183,963-73.9% | $162,163-70.4% | $152,861-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.25% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.1pp |
| Employer contribution / active EE | $8,053 | $6,371+26.4% | $5,614+43.5% | $4,762+69.1% |
| Participant deferral / active EE | $4,544 | $8,034-43.4% | $7,298-37.7% | $5,850-22.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |