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 | $53,864 | $198,466-72.9% | $170,442-68.4% | $147,584-63.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.53% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $19,010 | $6,184+207.4% | $5,433+249.9% | $4,876+289.8% |
| Participant deferral / active EE | $9,350 | $5,629+66.1% | $4,939+89.3% | $5,439+71.9% |
| Admin fee / account holder | $281 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |