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 9-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 | $49,871 | $209,411-76.2% | $178,490-72.1% | $158,922-68.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.17% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $13,037 | $5,706+128.5% | $5,011+160.2% | $4,761+173.8% |
| Participant deferral / active EE | $7,318 | $5,954+22.9% | $5,202+40.7% | $5,982+22.3% |
| Admin fee / account holder | $95 | $17,074-99.4% | $13,984-99.3% | $11,246-99.2% |