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 | $42,738 | $105,126-59.3% | $94,646-54.8% | $139,434-69.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.26% | 38.03%-18.8pp | 156.71%-137.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,465 | $4,106+8.7% | $3,672+21.6% | $4,751-6.0% |
| Participant deferral / active EE | $5,031 | $7,599-33.8% | $7,418-32.2% | $6,710-25.0% |
| Admin fee / account holder | $26 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |