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 | $57,705 | $165,335-65.1% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.65% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $15,985 | $5,103+213.3% | $4,644+244.2% | $4,761+235.7% |
| Participant deferral / active EE | $15,010 | $7,181+109.0% | $6,842+119.4% | $5,982+150.9% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |