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 | $45,457 | $89,355-49.1% | $141,162-67.8% | $72,985-37.7% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 713.43% | 111.85%+601.6pp | 71.39%+642.0pp | 81.00%+632.4pp |
| Employer contribution / active EE | $9,742 | $3,114+212.8% | $4,735+105.8% | $2,440+299.3% |
| Participant deferral / active EE | $8,974 | $5,418+65.6% | $6,709+33.8% | $3,607+148.8% |
| Admin fee / account holder | $57 | $5,958-99.1% | $10,261-99.4% | $5,124-98.9% |