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 | $40,321 | $183,963-78.1% | $162,163-75.1% | $152,861-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.33% | 150.76%-120.4pp | 115.59%-85.3pp | 345.32%-315.0pp |
| Employer contribution / active EE | $3,159 | $6,371-50.4% | $5,614-43.7% | $4,762-33.7% |
| Participant deferral / active EE | $9,161 | $8,034+14.0% | $7,298+25.5% | $5,850+56.6% |
| Admin fee / account holder | $251 | $13,121-98.1% | $10,843-97.7% | $11,596-97.8% |