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 | $53,472 | $217,402-75.4% | $185,823-71.2% | $167,490-68.1% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 27.33% | 148.36%-121.0pp | 122.05%-94.7pp | 478.56%-451.2pp |
| Employer contribution / active EE | $2,110 | $5,873-64.1% | $5,167-59.2% | $4,837-56.4% |
| Participant deferral / active EE | $6,342 | $6,356-0.2% | $5,568+13.9% | $6,3410% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |