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 | $57,240 | $114,381-50.0% | $107,525-46.8% | $142,382-59.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,115 | $4,015+102.1% | $3,754+116.2% | $4,299+88.8% |
| Participant deferral / active EE | $13,724 | $5,564+146.6% | $5,116+168.3% | $6,507+110.9% |
| Admin fee / account holder | $229 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |