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 | $70,937 | $165,335-57.1% | $149,696-52.6% | $158,922-55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.40% | 348.15%-313.7pp | 276.60%-242.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $15,387 | $5,103+201.5% | $4,644+231.3% | $4,761+223.2% |
| Participant deferral / active EE | $11,351 | $7,181+58.1% | $6,842+65.9% | $5,982+89.8% |
| Admin fee / account holder | $277 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |