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 | $29,546 | $226,064-86.9% | $182,532-83.8% | $152,861-80.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.32% | 192.51%-181.2pp | 148.54%-137.2pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,566 | $4,978-48.5% | $4,076-37.0% | $4,762-46.1% |
| Participant deferral / active EE | $7,911 | $6,368+24.2% | $5,524+43.2% | $5,850+35.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |