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 5-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 | $43,373 | $158,398-72.6% | $126,539-65.7% | $142,382-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.72% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,771 | $4,650-18.9% | $3,674+2.6% | $4,299-12.3% |
| Participant deferral / active EE | $13,516 | $4,767+183.6% | $4,083+231.1% | $6,507+107.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |