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 | $35,905 | $176,056-79.6% | $159,436-77.5% | $167,490-78.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 88.65% | 331.75%-243.1pp | 263.57%-174.9pp | 478.56%-389.9pp |
| Employer contribution / active EE | $8,322 | $5,297+57.1% | $4,829+72.3% | $4,837+72.0% |
| Participant deferral / active EE | $5,797 | $7,750-25.2% | $7,352-21.1% | $6,341-8.6% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |