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 9-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 | $52,885 | $180,449-70.7% | $154,107-65.7% | $135,375-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 25.88% | 888.09%-862.2pp | 735.12%-709.2pp | 519.73%-493.9pp |
| Employer contribution / active EE | $5,367 | $6,035-11.1% | $5,298+1.3% | $4,779+12.3% |
| Participant deferral / active EE | $6,446 | $5,806+11.0% | $5,081+26.9% | $5,609+14.9% |
| Admin fee / account holder | $43 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |