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 | $45,677 | $202,432-77.4% | $169,368-73.0% | $139,434-67.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 62.08% | 531.74%-469.7pp | 405.60%-343.5pp | 372.94%-310.9pp |
| Employer contribution / active EE | $2,236 | $4,692-52.4% | $4,013-44.3% | $4,751-52.9% |
| Participant deferral / active EE | $2,546 | $6,938-63.3% | $6,221-59.1% | $6,710-62.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |