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 8-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 | $27,148 | $226,064-88.0% | $182,532-85.1% | $152,861-82.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.53% | 192.51%-170.0pp | 148.54%-126.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $7,441 | $4,978+49.5% | $4,076+82.5% | $4,762+56.2% |
| Participant deferral / active EE | $9,183 | $6,368+44.2% | $5,524+66.2% | $5,850+57.0% |
| Admin fee / account holder | $298 | $10,703-97.2% | $8,592-96.5% | $11,596-97.4% |