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 | $49,603 | $209,336-76.3% | $197,124-74.8% | $137,256-63.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.41% | 48.09%-18.7pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $5,842 | $6,591-11.4% | $6,227-6.2% | $4,156+40.6% |
| Participant deferral / active EE | $20,103 | $9,614+109.1% | $9,135+120.1% | $6,407+213.8% |
| Admin fee / account holder | $82 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |