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 | $27,815 | $217,402-87.2% | $185,823-85.0% | $167,490-83.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.09% | 148.36%-115.3pp | 122.05%-89.0pp | 478.56%-445.5pp |
| Employer contribution / active EE | $11,126 | $5,873+89.4% | $5,167+115.3% | $4,837+130.0% |
| Participant deferral / active EE | $10,183 | $6,356+60.2% | $5,568+82.9% | $6,341+60.6% |
| Admin fee / account holder | $94 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |