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 5-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 | $69,293 | $177,572-61.0% | $154,803-55.2% | $142,382-51.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.08% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $13,730 | $4,810+185.4% | $4,305+218.9% | $4,299+219.4% |
| Participant deferral / active EE | $9,478 | $6,272+51.1% | $5,540+71.1% | $6,507+45.7% |
| Admin fee / account holder | $85 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |