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 | $15,656 | $121,625-87.1% | $104,607-85.0% | $158,922-90.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.40% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $7,674 | $3,163+142.6% | $2,681+186.3% | $4,761+61.2% |
| Participant deferral / active EE | $5,299 | $4,177+26.9% | $3,740+41.7% | $5,982-11.4% |
| Admin fee / account holder | $39 | $7,787-99.5% | $6,473-99.4% | $11,246-99.7% |