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 | $48,705 | $202,432-75.9% | $169,368-71.2% | $139,434-65.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.93% | 531.74%-511.8pp | 405.60%-385.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,648 | $4,692-64.9% | $4,013-58.9% | $4,751-65.3% |
| Participant deferral / active EE | $13,133 | $6,938+89.3% | $6,221+111.1% | $6,710+95.7% |
| Admin fee / account holder | $71 | $10,708-99.3% | $9,003-99.2% | $11,403-99.4% |