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 3-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 | $51,439 | $165,984-69.0% | $164,813-68.8% | $145,922-64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $16,750 | $5,273+217.7% | $4,341+285.9% | $4,660+259.5% |
| Participant deferral / active EE | $17,313 | $6,959+148.8% | $6,031+187.0% | $6,688+158.9% |
| Admin fee / account holder | $219 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |