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 | $49,212 | $102,317-51.9% | $146,958-66.5% | $80,856-39.1% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 20.64% | 134.76%-114.1pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $5,186 | $3,713+39.7% | $4,933+5.1% | $2,755+88.2% |
| Participant deferral / active EE | $12,340 | $6,644+85.7% | $8,070+52.9% | $4,296+187.3% |
| Admin fee / account holder | $228 | $7,941-97.1% | $12,998-98.2% | $6,918-96.7% |