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 8-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 | $43,924 | $226,064-80.6% | $182,532-75.9% | $152,861-71.3% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 46.80% | 192.51%-145.7pp | 148.54%-101.7pp | 345.32%-298.5pp |
| Employer contribution / active EE | $8,071 | $4,978+62.1% | $4,076+98.0% | $4,762+69.5% |
| Participant deferral / active EE | $9,917 | $6,368+55.7% | $5,524+79.5% | $5,850+69.5% |
| Admin fee / account holder | $223 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |