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 4-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 | $48,655 | $172,478-71.8% | $145,661-66.6% | $142,382-65.8% |
| Participation rate | 86.7% | 80.1%+6.6pp | 77.2%+9.4pp | 80.1%+6.5pp |
| Annual return | 17.82% | 151.09%-133.3pp | 101.46%-83.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,490 | $4,899+52.9% | $4,238+76.8% | $4,299+74.2% |
| Participant deferral / active EE | $7,088 | $8,348-15.1% | $7,198-1.5% | $6,507+8.9% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |