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 | $53,825 | $165,335-67.4% | $149,696-64.0% | $158,922-66.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.28% | 348.15%-326.9pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $15,731 | $5,103+208.3% | $4,644+238.7% | $4,761+230.4% |
| Participant deferral / active EE | $11,008 | $7,181+53.3% | $6,842+60.9% | $5,982+84.0% |
| Admin fee / account holder | $275 | $10,807-97.5% | $9,309-97.0% | $11,246-97.6% |