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 | $44,711 | $165,335-73.0% | $149,696-70.1% | $158,922-71.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 113.83% | 348.15%-234.3pp | 276.60%-162.8pp | 302.83%-189.0pp |
| Employer contribution / active EE | $1,888 | $5,103-63.0% | $4,644-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $11,666 | $7,181+62.5% | $6,842+70.5% | $5,982+95.0% |
| Admin fee / account holder | $43 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |