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 | $41,447 | $121,625-65.9% | $104,607-60.4% | $158,922-73.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 39.34% | 465.26%-425.9pp | 340.46%-301.1pp | 302.83%-263.5pp |
| Employer contribution / active EE | $4,741 | $3,163+49.9% | $2,681+76.9% | $4,761-0.4% |
| Participant deferral / active EE | $11,424 | $4,177+173.5% | $3,740+205.5% | $5,982+91.0% |
| Admin fee / account holder | $182 | $7,787-97.7% | $6,473-97.2% | $11,246-98.4% |