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 | $70,883 | $176,056-59.7% | $159,436-55.5% | $167,490-57.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.31% | 331.75%-319.4pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,033 | $5,297-23.9% | $4,829-16.5% | $4,837-16.6% |
| Participant deferral / active EE | $10,916 | $7,750+40.9% | $7,352+48.5% | $6,341+72.1% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |