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 | $63,408 | $185,822-65.9% | $169,993-62.7% | $139,434-54.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.49% | 60.50%-26.0pp | 53.37%-18.9pp | 372.94%-338.4pp |
| Employer contribution / active EE | $8,678 | $7,590+14.3% | $6,785+27.9% | $4,751+82.7% |
| Participant deferral / active EE | $9,288 | $11,622-20.1% | $10,408-10.8% | $6,710+38.4% |
| Admin fee / account holder | $186 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |