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 | $33,320 | $165,335-79.8% | $149,696-77.7% | $158,922-79.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 115.13% | 348.15%-233.0pp | 276.60%-161.5pp | 302.83%-187.7pp |
| Employer contribution / active EE | $8,519 | $5,103+66.9% | $4,644+83.4% | $4,761+78.9% |
| Participant deferral / active EE | $10,712 | $7,181+49.2% | $6,842+56.6% | $5,982+79.1% |
| Admin fee / account holder | $37 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |