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 7-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 | $44,785 | $165,335-72.9% | $149,696-70.1% | $158,922-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.87% | 348.15%-312.3pp | 276.60%-240.7pp | 302.83%-267.0pp |
| Employer contribution / active EE | $20,490 | $5,103+301.5% | $4,644+341.2% | $4,761+330.4% |
| Participant deferral / active EE | $10,365 | $7,181+44.3% | $6,842+51.5% | $5,982+73.3% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |