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 | $59,364 | $755,339-92.1% | $379,746-84.4% | $158,922-62.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 365.86% | 53.41%+312.5pp | 34.90%+331.0pp | 302.83%+63.0pp |
| Employer contribution / active EE | $7,147 | $4,685+52.5% | $3,540+101.9% | $4,761+50.1% |
| Participant deferral / active EE | $6,169 | $7,938-22.3% | $6,024+2.4% | $5,982+3.1% |
| Admin fee / account holder | $158 | $14,482-98.9% | $7,927-98.0% | $11,246-98.6% |