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 9-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 | $61,238 | $158,398-61.3% | $126,539-51.6% | $142,382-57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.57% | 593.76%-570.2pp | 425.95%-402.4pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,320 | $4,650-7.1% | $3,674+17.6% | $4,299+0.5% |
| Participant deferral / active EE | $8,652 | $4,767+81.5% | $4,083+111.9% | $6,507+33.0% |
| Admin fee / account holder | $125 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |