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 | $28,512 | $179,726-84.1% | $156,263-81.8% | $142,382-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.88% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,467 | $5,069+47.3% | $4,333+72.3% | $4,299+73.7% |
| Participant deferral / active EE | $10,682 | $6,956+53.6% | $6,158+73.5% | $6,507+64.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |