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 4-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 | $60,930 | $210,698-71.1% | $178,014-65.8% | $145,959-58.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.33% | 386.27%-372.9pp | 294.80%-281.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,834 | $4,567+27.7% | $3,950+47.7% | $4,661+25.2% |
| Participant deferral / active EE | $7,813 | $6,958+12.3% | $6,276+24.5% | $6,689+16.8% |
| Admin fee / account holder | $107 | $12,016-99.1% | $10,362-99.0% | $13,398-99.2% |