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 10-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 | $52,071 | $198,466-73.8% | $170,442-69.4% | $147,584-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.72% | 257.29%-229.6pp | 205.93%-178.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $22,406 | $6,184+262.3% | $5,433+312.4% | $4,876+359.5% |
| Participant deferral / active EE | $13,104 | $5,629+132.8% | $4,939+165.3% | $5,439+140.9% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |