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 | $55,386 | $165,335-66.5% | $149,696-63.0% | $158,922-65.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 457.56% | 348.15%+109.4pp | 276.60%+181.0pp | 302.83%+154.7pp |
| Employer contribution / active EE | $3,139 | $5,103-38.5% | $4,644-32.4% | $4,761-34.1% |
| Participant deferral / active EE | $5,037 | $7,181-29.9% | $6,842-26.4% | $5,982-15.8% |
| Admin fee / account holder | $111 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |