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 | $25,454 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 59866.67% | 74.59%+59792.1pp | 66.58%+59800.1pp | 220.34%+59646.3pp |
| Employer contribution / active EE | $9,849 | $4,804+105.0% | $4,554+116.2% | $4,156+137.0% |
| Participant deferral / active EE | $13,807 | $8,216+68.0% | $7,897+74.8% | $6,407+115.5% |
| Admin fee / account holder | $24 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |