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 6-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 | $133,783 | $197,591-32.3% | $177,821-24.8% | $158,922-15.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1577.13% | 58.76%+1518.4pp | 48.32%+1528.8pp | 302.83%+1274.3pp |
| Employer contribution / active EE | $7,607 | $6,697+13.6% | $5,918+28.5% | $4,761+59.8% |
| Participant deferral / active EE | $17,386 | $8,405+106.9% | $7,714+125.4% | $5,982+190.6% |
| Admin fee / account holder | $137 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |