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 | $48,316 | $226,064-78.6% | $182,532-73.5% | $152,861-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.11% | 192.51%-160.4pp | 148.54%-116.4pp | 345.32%-313.2pp |
| Employer contribution / active EE | $3,080 | $4,978-38.1% | $4,076-24.4% | $4,762-35.3% |
| Participant deferral / active EE | $19,000 | $6,368+198.4% | $5,524+243.9% | $5,850+224.8% |
| Admin fee / account holder | $254 | $10,703-97.6% | $8,592-97.0% | $11,596-97.8% |