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 | $26,388 | $176,056-85.0% | $159,436-83.4% | $167,490-84.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.39% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $9,386 | $5,297+77.2% | $4,829+94.3% | $4,837+94.0% |
| Participant deferral / active EE | $12,213 | $7,750+57.6% | $7,352+66.1% | $6,341+92.6% |
| Admin fee / account holder | $271 | $12,554-97.8% | $10,799-97.5% | $12,309-97.8% |