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 | $46,352 | $209,832-77.9% | $189,513-75.5% | $167,490-72.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.56% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,628 | $6,914-76.4% | $6,162-73.6% | $4,837-66.3% |
| Participant deferral / active EE | $6,286 | $8,935-29.6% | $8,221-23.5% | $6,341-0.9% |
| Admin fee / account holder | $29 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |