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 9-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 | $48,539 | $177,572-72.7% | $154,803-68.6% | $142,382-65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.55% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,238 | $4,810-74.3% | $4,305-71.2% | $4,299-71.2% |
| Participant deferral / active EE | $5,972 | $6,272-4.8% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |