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 10-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 | $50,930 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.02% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $6,287 | $5,297+18.7% | $4,829+30.2% | $4,837+30.0% |
| Participant deferral / active EE | $21,049 | $7,750+171.6% | $7,352+186.3% | $6,341+231.9% |
| Admin fee / account holder | $139 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |