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 | $19,202 | $108,172-82.2% | $77,482-75.2% | $158,922-87.9% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 60.93% | 31.67%+29.3pp | 54.79%+6.1pp | 302.83%-241.9pp |
| Employer contribution / active EE | $13,704 | $1,325+934.4% | $986+1289.3% | $4,761+187.8% |
| Participant deferral / active EE | $6,508 | $2,456+165.0% | $1,861+249.7% | $5,982+8.8% |
| Admin fee / account holder | $173 | $3,708-95.3% | $2,858-93.9% | $11,246-98.5% |