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 9-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 | $30,586 | $217,402-85.9% | $185,823-83.5% | $167,490-81.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.96% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $6,971 | $5,873+18.7% | $5,167+34.9% | $4,837+44.1% |
| Participant deferral / active EE | $4,658 | $6,356-26.7% | $5,568-16.3% | $6,341-26.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |