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 | $69,467 | $176,056-60.5% | $159,436-56.4% | $167,490-58.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.89% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $13,849 | $5,297+161.4% | $4,829+186.8% | $4,837+186.3% |
| Participant deferral / active EE | $4,276 | $7,750-44.8% | $7,352-41.8% | $6,341-32.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |