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 | $55,369 | $117,983-53.1% | $101,794-45.6% | $142,382-61.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.00% | 36.92%-11.9pp | 30.53%-5.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $7,383 | $2,773+166.3% | $2,289+222.5% | $4,299+71.7% |
| Participant deferral / active EE | $16,877 | $4,714+258.0% | $4,084+313.2% | $6,507+159.4% |
| Admin fee / account holder | $106 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |