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 4-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 | $49,183 | $175,202-71.9% | $149,673-67.1% | $139,434-64.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.80% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $7,919 | $5,474+44.7% | $4,818+64.4% | $4,751+66.7% |
| Participant deferral / active EE | $11,813 | $6,519+81.2% | $5,680+108.0% | $6,710+76.1% |
| Admin fee / account holder | $229 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |