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 5-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 | $33,534 | $202,432-83.4% | $169,368-80.2% | $139,434-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.26% | 531.74%-508.5pp | 405.60%-382.3pp | 372.94%-349.7pp |
| Employer contribution / active EE | $15,512 | $4,692+230.6% | $4,013+286.6% | $4,751+226.5% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $245 | $10,708-97.7% | $9,003-97.3% | $11,403-97.9% |