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 5-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 | $50,957 | $176,056-71.1% | $159,436-68.0% | $167,490-69.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $25,077 | $5,297+373.4% | $4,829+419.3% | $4,837+418.4% |
| Participant deferral / active EE | $17,210 | $7,750+122.1% | $7,352+134.1% | $6,341+171.4% |
| Admin fee / account holder | $222 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |