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 8-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 | $54,858 | $209,411-73.8% | $178,490-69.3% | $158,922-65.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.53% | 188.75%-162.2pp | 151.07%-124.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $2,416 | $5,706-57.7% | $5,011-51.8% | $4,761-49.3% |
| Participant deferral / active EE | $10,277 | $5,954+72.6% | $5,202+97.6% | $5,982+71.8% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |