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 | $58,653 | $183,519-68.0% | $155,509-62.3% | $145,922-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 106.49% | 61.17%+45.3pp | 64.67%+41.8pp | 561.29%-454.8pp |
| Employer contribution / active EE | $20,219 | $5,313+280.6% | $4,672+332.7% | $4,660+333.9% |
| Participant deferral / active EE | $15,480 | $6,462+139.5% | $5,626+175.1% | $6,688+131.5% |
| Admin fee / account holder | $73 | $19,313-99.6% | $15,912-99.5% | $13,397-99.5% |