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 | $65,149 | $198,466-67.2% | $170,442-61.8% | $147,584-55.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 39.45% | 257.29%-217.8pp | 205.93%-166.5pp | 578.55%-539.1pp |
| Employer contribution / active EE | $21,074 | $6,184+240.8% | $5,433+287.9% | $4,876+332.2% |
| Participant deferral / active EE | $17,469 | $5,629+210.3% | $4,939+253.7% | $5,439+221.2% |
| Admin fee / account holder | $270 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |