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 7-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 | $45,992 | $165,335-72.2% | $149,696-69.3% | $158,922-71.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.85% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $19,333 | $5,103+278.9% | $4,644+316.3% | $4,761+306.1% |
| Participant deferral / active EE | $10,877 | $7,181+51.5% | $6,842+59.0% | $5,982+81.8% |
| Admin fee / account holder | $82 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |