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 | $34,478 | $176,056-80.4% | $159,436-78.4% | $167,490-79.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 58.49% | 331.75%-273.3pp | 263.57%-205.1pp | 478.56%-420.1pp |
| Employer contribution / active EE | $5,677 | $5,297+7.2% | $4,829+17.5% | $4,837+17.3% |
| Participant deferral / active EE | $14,898 | $7,750+92.2% | $7,352+102.6% | $6,341+134.9% |
| Admin fee / account holder | $180 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |