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 | $24,770 | $176,056-85.9% | $159,436-84.5% | $167,490-85.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.75% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $6,693 | $5,297+26.4% | $4,829+38.6% | $4,837+38.4% |
| Participant deferral / active EE | $16,106 | $7,750+107.8% | $7,352+119.1% | $6,341+154.0% |
| Admin fee / account holder | $119 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |