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 | $49,004 | $156,846-68.8% | $121,098-59.5% | $139,434-64.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 1474.56%-1454.9pp | 985.75%-966.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $19,962 | $5,536+260.6% | $4,164+379.4% | $4,751+320.2% |
| Participant deferral / active EE | $22,500 | $4,844+364.5% | $4,080+451.5% | $6,710+235.3% |
| Admin fee / account holder | $236 | $6,946-96.6% | $5,644-95.8% | $11,403-97.9% |