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 | $58,810 | $210,648-72.1% | $177,989-67.0% | $145,922-59.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.74% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,780 | $4,565+4.7% | $3,949+21.0% | $4,660+2.6% |
| Participant deferral / active EE | $13,107 | $6,958+88.4% | $6,276+108.8% | $6,688+96.0% |
| Admin fee / account holder | $94 | $12,013-99.2% | $10,363-99.1% | $13,397-99.3% |