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 | $40,117 | $227,553-82.4% | $189,557-78.8% | $167,490-76.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 40.69% | 78.40%-37.7pp | 64.17%-23.5pp | 478.56%-437.9pp |
| Employer contribution / active EE | $10,102 | $5,316+90.0% | $4,412+128.9% | $4,837+108.8% |
| Participant deferral / active EE | $16,668 | $7,002+138.0% | $6,174+170.0% | $6,341+162.9% |
| Admin fee / account holder | $187 | $11,878-98.4% | $9,807-98.1% | $12,309-98.5% |