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 | $36,232 | $202,318-82.1% | $172,739-79.0% | $152,861-76.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.30% | 1029.65%-1006.4pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $11,377 | $5,856+94.3% | $5,143+121.2% | $4,762+138.9% |
| Participant deferral / active EE | $4,551 | $5,948-23.5% | $5,198-12.4% | $5,850-22.2% |
| Admin fee / account holder | $101 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |