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 | $47,628 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.79% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $7,939 | $4,804+65.3% | $4,554+74.3% | $4,156+91.0% |
| Participant deferral / active EE | $10,767 | $8,216+31.0% | $7,897+36.3% | $6,407+68.0% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.4% |