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 | $50,215 | $183,963-72.7% | $162,163-69.0% | $152,861-67.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.10% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,000 | $6,371-21.5% | $5,614-10.9% | $4,762+5.0% |
| Participant deferral / active EE | $7,415 | $8,034-7.7% | $7,298+1.6% | $5,850+26.7% |
| Admin fee / account holder | $75 | $13,121-99.4% | $10,843-99.3% | $11,596-99.4% |