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 | $47,093 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.91% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $25,647 | $5,243+389.2% | $4,856+428.1% | $4,751+439.8% |
| Participant deferral / active EE | $17,500 | $8,100+116.0% | $7,758+125.6% | $6,710+160.8% |
| Admin fee / account holder | $182 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |