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 | $71,795 | $226,064-68.2% | $182,532-60.7% | $152,861-53.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 517.59% | 192.51%+325.1pp | 148.54%+369.1pp | 345.32%+172.3pp |
| Employer contribution / active EE | $3,995 | $4,978-19.8% | $4,076-2.0% | $4,762-16.1% |
| Participant deferral / active EE | $10,044 | $6,368+57.7% | $5,524+81.8% | $5,850+71.7% |
| Admin fee / account holder | $200 | $10,703-98.1% | $8,592-97.7% | $11,596-98.3% |