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 | $55,076 | $197,591-72.1% | $177,821-69.0% | $158,922-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.37% | 58.76%-35.4pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $25,086 | $6,697+274.6% | $5,918+323.9% | $4,761+426.9% |
| Participant deferral / active EE | $14,512 | $8,405+72.7% | $7,714+88.1% | $5,982+142.6% |
| Admin fee / account holder | $227 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |