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 | $33,543 | $165,335-79.7% | $149,696-77.6% | $158,922-78.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.37% | 348.15%-306.8pp | 276.60%-235.2pp | 302.83%-261.5pp |
| Employer contribution / active EE | $11,963 | $5,103+134.4% | $4,644+157.6% | $4,761+151.3% |
| Participant deferral / active EE | $6,293 | $7,181-12.4% | $6,842-8.0% | $5,982+5.2% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |