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 | $44,517 | $209,411-78.7% | $178,490-75.1% | $158,922-72.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.87% | 188.75%-155.9pp | 151.07%-118.2pp | 302.83%-270.0pp |
| Employer contribution / active EE | $17,500 | $5,706+206.7% | $5,011+249.3% | $4,761+267.6% |
| Participant deferral / active EE | $13,506 | $5,954+126.8% | $5,202+159.7% | $5,982+125.8% |
| Admin fee / account holder | $177 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |