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 | $52,525 | $165,335-68.2% | $149,696-64.9% | $158,922-66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.55% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,148 | $5,103-57.9% | $4,644-53.7% | $4,761-54.9% |
| Participant deferral / active EE | $10,077 | $7,181+40.3% | $6,842+47.3% | $5,982+68.5% |
| Admin fee / account holder | $56 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |