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 | $52,207 | $176,056-70.3% | $159,436-67.3% | $167,490-68.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.50% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $11,697 | $5,297+120.8% | $4,829+142.2% | $4,837+141.8% |
| Participant deferral / active EE | $12,064 | $7,750+55.7% | $7,352+64.1% | $6,341+90.2% |
| Admin fee / account holder | $16 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |