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 | $41,793 | $209,832-80.1% | $189,513-77.9% | $167,490-75.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.91% | 748.27%-731.4pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,606 | $6,914-47.8% | $6,162-41.5% | $4,837-25.5% |
| Participant deferral / active EE | $16,553 | $8,935+85.3% | $8,221+101.3% | $6,341+161.0% |
| Admin fee / account holder | $80 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |