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 | $57,037 | $197,591-71.1% | $177,821-67.9% | $158,922-64.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 707.89% | 58.76%+649.1pp | 48.32%+659.6pp | 302.83%+405.1pp |
| Employer contribution / active EE | $4,450 | $6,697-33.6% | $5,918-24.8% | $4,761-6.5% |
| Participant deferral / active EE | $5,316 | $8,405-36.7% | $7,714-31.1% | $5,982-11.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |