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 | $73,371 | $209,832-65.0% | $189,513-61.3% | $167,490-56.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.07% | 748.27%-731.2pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $6,420 | $6,914-7.1% | $6,162+4.2% | $4,837+32.7% |
| Participant deferral / active EE | $13,633 | $8,935+52.6% | $8,221+65.8% | $6,341+115.0% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |