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 | $32,785 | $209,411-84.3% | $178,490-81.6% | $158,922-79.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.91% | 188.75%-145.8pp | 151.07%-108.2pp | 302.83%-259.9pp |
| Employer contribution / active EE | $7,784 | $5,706+36.4% | $5,011+55.4% | $4,761+63.5% |
| Participant deferral / active EE | $4,386 | $5,954-26.3% | $5,202-15.7% | $5,982-26.7% |
| Admin fee / account holder | $76 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |