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 | $35,956 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,436 | $5,313+77.6% | $4,672+101.9% | $4,660+102.5% |
| Participant deferral / active EE | $5,404 | $6,462-16.4% | $5,626-3.9% | $6,688-19.2% |
| Admin fee / account holder | $217 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |