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 6-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 | $28,512 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 2674.93% | 348.15%+2326.8pp | 276.60%+2398.3pp | 302.83%+2372.1pp |
| Employer contribution / active EE | $14,626 | $5,103+186.6% | $4,644+214.9% | $4,761+207.2% |
| Participant deferral / active EE | $12,567 | $7,181+75.0% | $6,842+83.7% | $5,982+110.1% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |