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 | $40,891 | $209,411-80.5% | $178,490-77.1% | $158,922-74.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.73% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,274 | $5,706-7.6% | $5,011+5.3% | $4,761+10.8% |
| Participant deferral / active EE | $10,400 | $5,954+74.7% | $5,202+99.9% | $5,982+73.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |