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 6-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 | $62,332 | $209,411-70.2% | $178,490-65.1% | $158,922-60.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 302.18% | 188.75%+113.4pp | 151.07%+151.1pp | 302.83%-0.6pp |
| Employer contribution / active EE | $8,586 | $5,706+50.5% | $5,011+71.4% | $4,761+80.3% |
| Participant deferral / active EE | $7,132 | $5,954+19.8% | $5,202+37.1% | $5,982+19.2% |
| Admin fee / account holder | $297 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |