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 | $37,037 | $217,402-83.0% | $185,823-80.1% | $167,490-77.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.15% | 148.36%-125.2pp | 122.05%-98.9pp | 478.56%-455.4pp |
| Employer contribution / active EE | $6,389 | $5,873+8.8% | $5,167+23.7% | $4,837+32.1% |
| Participant deferral / active EE | $8,710 | $6,356+37.0% | $5,568+56.4% | $6,341+37.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |