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 | $54,659 | $165,335-66.9% | $149,696-63.5% | $158,922-65.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.67% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,837 | $5,103+34.0% | $4,644+47.2% | $4,761+43.6% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $16 | $10,807-99.8% | $9,309-99.8% | $11,246-99.9% |