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 10-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 | $45,873 | $183,963-75.1% | $162,163-71.7% | $152,861-70.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.97% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $11,621 | $6,371+82.4% | $5,614+107.0% | $4,762+144.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $167 | $13,121-98.7% | $10,843-98.5% | $11,596-98.6% |