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 | $36,016 | $209,411-82.8% | $178,490-79.8% | $158,922-77.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.49% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $12,581 | $5,706+120.5% | $5,011+151.1% | $4,761+164.2% |
| Participant deferral / active EE | $8,625 | $5,954+44.8% | $5,202+65.8% | $5,982+44.2% |
| Admin fee / account holder | $241 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |