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 | $51,577 | $209,832-75.4% | $189,513-72.8% | $167,490-69.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.03% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $6,362 | $6,914-8.0% | $6,162+3.2% | $4,837+31.5% |
| Participant deferral / active EE | $17,134 | $8,935+91.8% | $8,221+108.4% | $6,341+170.2% |
| Admin fee / account holder | $23 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |