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 | $53,668 | $183,963-70.8% | $162,163-66.9% | $152,861-64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.98% | 150.76%-113.8pp | 115.59%-78.6pp | 345.32%-308.3pp |
| Employer contribution / active EE | $2,049 | $6,371-67.8% | $5,614-63.5% | $4,762-57.0% |
| Participant deferral / active EE | $10,618 | $8,034+32.2% | $7,298+45.5% | $5,850+81.5% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |