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 9-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 | $32,723 | $226,064-85.5% | $182,532-82.1% | $152,861-78.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 31.81% | 192.51%-160.7pp | 148.54%-116.7pp | 345.32%-313.5pp |
| Employer contribution / active EE | $4,320 | $4,978-13.2% | $4,076+6.0% | $4,762-9.3% |
| Participant deferral / active EE | $8,100 | $6,368+27.2% | $5,524+46.6% | $5,850+38.5% |
| Admin fee / account holder | $115 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |