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 6-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 | $48,981 | $176,056-72.2% | $159,436-69.3% | $167,490-70.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.24% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $7,915 | $5,297+49.4% | $4,829+63.9% | $4,837+63.6% |
| Participant deferral / active EE | $9,661 | $7,750+24.7% | $7,352+31.4% | $6,341+52.4% |
| Admin fee / account holder | $62 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |