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 | $43,551 | $105,126-58.6% | $94,646-54.0% | $139,434-68.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.01% | 38.03%-2.0pp | 156.71%-120.7pp | 372.94%-336.9pp |
| Employer contribution / active EE | $4,632 | $4,106+12.8% | $3,672+26.1% | $4,751-2.5% |
| Participant deferral / active EE | $13,778 | $7,599+81.3% | $7,418+85.7% | $6,710+105.3% |
| Admin fee / account holder | $244 | $8,984-97.3% | $7,231-96.6% | $11,403-97.9% |