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 8-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 | $43,989 | $209,411-79.0% | $178,490-75.4% | $158,922-72.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.49% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.3pp |
| Employer contribution / active EE | $11,406 | $5,706+99.9% | $5,011+127.6% | $4,761+139.6% |
| Participant deferral / active EE | $6,333 | $5,954+6.4% | $5,202+21.8% | $5,982+5.9% |
| Admin fee / account holder | $182 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |