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 | $32,140 | $176,056-81.7% | $159,436-79.8% | $167,490-80.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,474 | $5,297-34.4% | $4,829-28.1% | $4,837-28.2% |
| Participant deferral / active EE | $11,813 | $7,750+52.4% | $7,352+60.7% | $6,341+86.3% |
| Admin fee / account holder | $112 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |