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 10-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 | $143,292 | $99,020+44.7% | $86,590+65.5% | $147,584-2.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.84% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $14,996 | $3,132+378.8% | $2,839+428.2% | $4,876+207.5% |
| Participant deferral / active EE | $9,423 | $3,972+137.2% | $3,609+161.1% | $5,439+73.3% |
| Admin fee / account holder | $54 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |