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 8-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 | $54,537 | $91,552-40.4% | $133,956-59.3% | $79,858-31.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.76% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $10,343 | $2,384+334.0% | $3,919+164.0% | $2,471+318.6% |
| Participant deferral / active EE | $7,834 | $3,733+109.8% | $5,048+55.2% | $3,740+109.5% |
| Admin fee / account holder | $186 | $6,321-97.1% | $8,927-97.9% | $5,306-96.5% |