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 6-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 | $51,677 | $190,805-72.9% | $159,960-67.7% | $134,475-61.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 109.12% | 552.23%-443.1pp | 408.60%-299.5pp | 417.96%-308.8pp |
| Employer contribution / active EE | $2,898 | $4,995-42.0% | $4,226-31.4% | $4,740-38.8% |
| Participant deferral / active EE | $2,063 | $6,923-70.2% | $6,182-66.6% | $6,400-67.8% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |