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 | $35,733 | $180,449-80.2% | $154,107-76.8% | $135,375-73.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1033.06% | 888.09%+145.0pp | 735.12%+297.9pp | 519.73%+513.3pp |
| Employer contribution / active EE | $5,345 | $6,035-11.4% | $5,298+0.9% | $4,779+11.9% |
| Participant deferral / active EE | $2,444 | $5,806-57.9% | $5,081-51.9% | $5,609-56.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |