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 4-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 | $51,478 | $132,634-61.2% | $115,768-55.5% | $137,256-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.86% | 160.70%-136.8pp | 100.46%-76.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $5,359 | $3,360+59.5% | $2,940+82.3% | $4,156+28.9% |
| Participant deferral / active EE | $11,898 | $5,619+111.8% | $4,917+142.0% | $6,407+85.7% |
| Admin fee / account holder | $121 | $15,028-99.2% | $12,439-99.0% | $12,270-99.0% |