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 5-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 | $51,338 | $201,259-74.5% | $184,200-72.1% | $145,959-64.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.48% | 28.98%-18.5pp | 28.80%-18.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,508 | $7,018-64.3% | $6,424-61.0% | $4,661-46.2% |
| Participant deferral / active EE | $10,626 | $9,806+8.4% | $9,132+16.4% | $6,689+58.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |