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 4-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 | $60,194 | $165,584-63.6% | $142,942-57.9% | $137,256-56.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 247.78% | 164.22%+83.6pp | 113.70%+134.1pp | 220.34%+27.4pp |
| Employer contribution / active EE | $2,293 | $4,725-51.5% | $4,139-44.6% | $4,156-44.8% |
| Participant deferral / active EE | $6,833 | $8,194-16.6% | $7,128-4.1% | $6,407+6.6% |
| Admin fee / account holder | $42 | $16,167-99.7% | $12,475-99.7% | $12,270-99.7% |