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 | $39,877 | $165,335-75.9% | $149,696-73.4% | $158,922-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.19% | 348.15%-306.0pp | 276.60%-234.4pp | 302.83%-260.6pp |
| Employer contribution / active EE | $4,501 | $5,103-11.8% | $4,644-3.1% | $4,761-5.5% |
| Participant deferral / active EE | $14,353 | $7,181+99.9% | $6,842+109.8% | $5,982+139.9% |
| Admin fee / account holder | $238 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |