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 | $63,218 | $149,679-57.8% | $117,039-46.0% | $147,584-57.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.37% | 19.31%-0.9pp | 18.95%-0.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,680 | $4,937-5.2% | $3,785+23.7% | $4,876-4.0% |
| Participant deferral / active EE | $11,700 | $4,912+138.2% | $3,929+197.8% | $5,439+115.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |