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 | $45,272 | $114,381-60.4% | $107,525-57.9% | $142,382-68.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.11% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,447 | $4,015-39.1% | $3,754-34.8% | $4,299-43.1% |
| Participant deferral / active EE | $13,016 | $5,564+133.9% | $5,116+154.4% | $6,507+100.0% |
| Admin fee / account holder | $153 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |