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 10-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 | $39,769 | $93,071-57.3% | $74,583-46.7% | $273,961-85.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 471.99% | 26.18%+445.8pp | 20.47%+451.5pp | 41.45%+430.5pp |
| Employer contribution / active EE | $5,694 | $3,160+80.2% | $2,525+125.5% | $4,869+17.0% |
| Participant deferral / active EE | $4,016 | $4,160-3.5% | $3,458+16.1% | $5,287-24.0% |
| Admin fee / account holder | $157 | $5,272-97.0% | $4,138-96.2% | $10,132-98.5% |