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 | $43,774 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.84% | 46.41%-17.6pp | 42.33%-13.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $5,580 | $6,841-18.4% | $6,419-13.1% | $4,299+29.8% |
| Participant deferral / active EE | $12,790 | $9,865+29.7% | $9,331+37.1% | $6,507+96.5% |
| Admin fee / account holder | $38 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |