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 | $24,702 | $156,846-84.3% | $121,098-79.6% | $139,434-82.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 1474.56%-1460.3pp | 985.75%-971.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,393 | $5,536-38.7% | $4,164-18.5% | $4,751-28.6% |
| Participant deferral / active EE | $5,992 | $4,844+23.7% | $4,080+46.9% | $6,710-10.7% |
| Admin fee / account holder | $155 | $6,946-97.8% | $5,644-97.3% | $11,403-98.6% |