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 | $41,568 | $202,318-79.5% | $172,739-75.9% | $152,861-72.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.67% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $4,279 | $5,856-26.9% | $5,143-16.8% | $4,762-10.1% |
| Participant deferral / active EE | $2,692 | $5,948-54.7% | $5,198-48.2% | $5,850-54.0% |
| Admin fee / account holder | $200 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |