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 | $62,250 | $165,335-62.3% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.05% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $13,168 | $5,103+158.1% | $4,644+183.5% | $4,761+176.6% |
| Participant deferral / active EE | $6,566 | $7,181-8.6% | $6,842-4.0% | $5,982+9.8% |
| Admin fee / account holder | $208 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |