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 | $48,136 | $209,336-77.0% | $197,124-75.6% | $137,256-64.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.57% | 48.09%-23.5pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,928 | $6,591-70.8% | $6,227-69.0% | $4,156-53.6% |
| Participant deferral / active EE | $12,390 | $9,614+28.9% | $9,135+35.6% | $6,407+93.4% |
| Admin fee / account holder | $202 | $17,308-98.8% | $16,298-98.8% | $12,270-98.4% |