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 3-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 | $50,250 | $183,519-72.6% | $155,509-67.7% | $145,922-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,045 | $5,313+32.6% | $4,672+50.8% | $4,660+51.2% |
| Participant deferral / active EE | $6,574 | $6,462+1.7% | $5,626+16.8% | $6,688-1.7% |
| Admin fee / account holder | $249 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |