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 | $37,538 | $176,056-78.7% | $159,436-76.5% | $167,490-77.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.52% | 331.75%-292.2pp | 263.57%-224.0pp | 478.56%-439.0pp |
| Employer contribution / active EE | $23,777 | $5,297+348.9% | $4,829+392.3% | $4,837+391.5% |
| Participant deferral / active EE | $11,732 | $7,750+51.4% | $7,352+59.6% | $6,341+85.0% |
| Admin fee / account holder | $210 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |