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 | $55,197 | $214,378-74.3% | $200,582-72.5% | $142,382-61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 34.45% | 46.41%-12.0pp | 42.33%-7.9pp | 217.08%-182.6pp |
| Employer contribution / active EE | $2,818 | $6,841-58.8% | $6,419-56.1% | $4,299-34.5% |
| Participant deferral / active EE | $12,286 | $9,865+24.5% | $9,331+31.7% | $6,507+88.8% |
| Admin fee / account holder | $26 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |