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 | $79,632 | $176,056-54.8% | $159,436-50.1% | $167,490-52.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.06% | 331.75%-301.7pp | 263.57%-233.5pp | 478.56%-448.5pp |
| Employer contribution / active EE | $21,100 | $5,297+298.3% | $4,829+336.9% | $4,837+336.2% |
| Participant deferral / active EE | $14,963 | $7,750+93.1% | $7,352+103.5% | $6,341+136.0% |
| Admin fee / account holder | $188 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |