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 3-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 | $43,152 | $210,648-79.5% | $177,989-75.8% | $145,922-70.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 484.58% | 385.86%+98.7pp | 294.48%+190.1pp | 561.29%-76.7pp |
| Employer contribution / active EE | $7,449 | $4,565+63.2% | $3,949+88.6% | $4,660+59.9% |
| Participant deferral / active EE | $18,526 | $6,958+166.3% | $6,276+195.2% | $6,688+177.0% |
| Admin fee / account holder | $35 | $12,013-99.7% | $10,363-99.7% | $13,397-99.7% |