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 7-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 | $51,378 | $112,096-54.2% | $95,952-46.5% | $158,922-67.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.84% | 171.09%-146.2pp | 91.61%-66.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $14,923 | $3,198+366.6% | $2,541+487.3% | $4,761+213.4% |
| Participant deferral / active EE | $8,226 | $4,784+71.9% | $4,167+97.4% | $5,982+37.5% |
| Admin fee / account holder | $12 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |