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 | $44,034 | $226,064-80.5% | $182,532-75.9% | $152,861-71.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.86% | 192.51%-178.6pp | 148.54%-134.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $42,903 | $4,978+761.8% | $4,076+952.5% | $4,762+800.9% |
| Participant deferral / active EE | $19,042 | $6,368+199.0% | $5,524+244.7% | $5,850+225.5% |
| Admin fee / account holder | $102 | $10,703-99.1% | $8,592-98.8% | $11,596-99.1% |