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 | $32,753 | $190,805-82.8% | $159,960-79.5% | $134,475-75.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.51% | 552.23%-546.7pp | 408.60%-403.1pp | 417.96%-412.5pp |
| Employer contribution / active EE | $11,351 | $4,995+127.2% | $4,226+168.6% | $4,740+139.5% |
| Participant deferral / active EE | $10,250 | $6,923+48.1% | $6,182+65.8% | $6,400+60.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |