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 | $31,054 | $209,411-85.2% | $178,490-82.6% | $158,922-80.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 69.65% | 188.75%-119.1pp | 151.07%-81.4pp | 302.83%-233.2pp |
| Employer contribution / active EE | $13,718 | $5,706+140.4% | $5,011+173.8% | $4,761+188.1% |
| Participant deferral / active EE | $6,289 | $5,954+5.6% | $5,202+20.9% | $5,982+5.1% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |