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 | $37,531 | $209,832-82.1% | $189,513-80.2% | $167,490-77.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.56% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,811 | $6,914-44.9% | $6,162-38.2% | $4,837-21.2% |
| Participant deferral / active EE | $19,831 | $8,935+121.9% | $8,221+141.2% | $6,341+212.7% |
| Admin fee / account holder | $242 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |