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 | $39,187 | $176,056-77.7% | $159,436-75.4% | $167,490-76.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.41% | 331.75%-307.3pp | 263.57%-239.2pp | 478.56%-454.1pp |
| Employer contribution / active EE | $5,212 | $5,297-1.6% | $4,829+7.9% | $4,837+7.7% |
| Participant deferral / active EE | $15,332 | $7,750+97.8% | $7,352+108.5% | $6,341+141.8% |
| Admin fee / account holder | $91 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |