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 | $75,959 | $177,572-57.2% | $154,803-50.9% | $142,382-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $11,232 | $4,810+133.5% | $4,305+160.9% | $4,299+161.3% |
| Participant deferral / active EE | $1,728 | $6,272-72.4% | $5,540-68.8% | $6,507-73.4% |
| Admin fee / account holder | $156 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |