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 | $53,808 | $201,272-73.3% | $184,203-70.8% | $145,922-63.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 29.00%-12.6pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,620 | $7,022-62.7% | $6,427-59.2% | $4,660-43.8% |
| Participant deferral / active EE | $11,399 | $9,806+16.2% | $9,131+24.8% | $6,688+70.4% |
| Admin fee / account holder | $89 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |