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 | $24,757 | $226,064-89.0% | $182,532-86.4% | $152,861-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 49.62% | 192.51%-142.9pp | 148.54%-98.9pp | 345.32%-295.7pp |
| Employer contribution / active EE | $2,962 | $4,978-40.5% | $4,076-27.3% | $4,762-37.8% |
| Participant deferral / active EE | $7,743 | $6,368+21.6% | $5,524+40.2% | $5,850+32.3% |
| Admin fee / account holder | $75 | $10,703-99.3% | $8,592-99.1% | $11,596-99.4% |