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 | $57,244 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.05% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $13,357 | $5,103+161.8% | $4,644+187.6% | $4,761+180.5% |
| Participant deferral / active EE | $13,950 | $7,181+94.3% | $6,842+103.9% | $5,982+133.2% |
| Admin fee / account holder | $184 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |