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 | $26,368 | $227,553-88.4% | $189,557-86.1% | $167,490-84.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.74% | 78.40%-68.7pp | 64.17%-54.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $19,805 | $5,316+272.5% | $4,412+348.8% | $4,837+309.4% |
| Participant deferral / active EE | $7,401 | $7,002+5.7% | $6,174+19.9% | $6,341+16.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |