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 | $53,973 | $177,572-69.6% | $154,803-65.1% | $142,382-62.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.63% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,017 | $4,810-37.3% | $4,305-29.9% | $4,299-29.8% |
| Participant deferral / active EE | $10,537 | $6,272+68.0% | $5,540+90.2% | $6,507+61.9% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |