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 4-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 | $60,930 | $210,648-71.1% | $177,989-65.8% | $145,922-58.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.33% | 385.86%-372.5pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,834 | $4,565+27.8% | $3,949+47.7% | $4,660+25.2% |
| Participant deferral / active EE | $7,813 | $6,958+12.3% | $6,276+24.5% | $6,688+16.8% |
| Admin fee / account holder | $107 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |