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 7-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 | $30,550 | $165,335-81.5% | $149,696-79.6% | $158,922-80.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.87% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $11,788 | $5,103+131.0% | $4,644+153.8% | $4,761+147.6% |
| Participant deferral / active EE | $9,579 | $7,181+33.4% | $6,842+40.0% | $5,982+60.1% |
| Admin fee / account holder | $103 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |