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 8-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 | $59,485 | $180,028-67.0% | $138,135-56.9% | $158,922-62.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 57.10% | 21.68%+35.4pp | 20.51%+36.6pp | 302.83%-245.7pp |
| Employer contribution / active EE | $8,358 | $7,470+11.9% | $5,587+49.6% | $4,761+75.5% |
| Participant deferral / active EE | $10,990 | $7,717+42.4% | $6,431+70.9% | $5,982+83.7% |
| Admin fee / account holder | $19 | $17,912-99.9% | $11,856-99.8% | $11,246-99.8% |