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 | $38,390 | $197,591-80.6% | $177,821-78.4% | $158,922-75.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.37% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $20,119 | $6,697+200.4% | $5,918+239.9% | $4,761+322.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $59 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |