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 | $52,483 | $121,625-56.8% | $104,607-49.8% | $158,922-67.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.27% | 465.26%-446.0pp | 340.46%-321.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $16,825 | $3,163+431.9% | $2,681+527.7% | $4,761+253.4% |
| Participant deferral / active EE | $15,937 | $4,177+281.5% | $3,740+326.2% | $5,982+166.4% |
| Admin fee / account holder | $46 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |