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 | $41,797 | $111,814-62.6% | $93,654-55.4% | $145,959-71.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.73% | 203.30%-185.6pp | 133.34%-115.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $15,018 | $3,092+385.8% | $2,421+520.4% | $4,661+222.2% |
| Participant deferral / active EE | $5,888 | $4,914+19.8% | $4,413+33.4% | $6,689-12.0% |
| Admin fee / account holder | $17 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |