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 | $45,122 | $209,832-78.5% | $189,513-76.2% | $167,490-73.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.24% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $17,013 | $6,914+146.1% | $6,162+176.1% | $4,837+251.7% |
| Participant deferral / active EE | $8,862 | $8,935-0.8% | $8,221+7.8% | $6,341+39.8% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |