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 8-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 | $53,515 | $165,335-67.6% | $149,696-64.3% | $158,922-66.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.53% | 348.15%-314.6pp | 276.60%-243.1pp | 302.83%-269.3pp |
| Employer contribution / active EE | $11,503 | $5,103+125.4% | $4,644+147.7% | $4,761+141.6% |
| Participant deferral / active EE | $5,491 | $7,181-23.5% | $6,842-19.7% | $5,982-8.2% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |