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 | $56,754 | $157,256-63.9% | $141,162-59.8% | $152,861-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.76% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $20,706 | $5,261+293.6% | $4,735+337.3% | $4,762+334.8% |
| Participant deferral / active EE | $11,325 | $7,109+59.3% | $6,709+68.8% | $5,850+93.6% |
| Admin fee / account holder | $267 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |