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 | $43,792 | $90,348-51.5% | $75,972-42.4% | $145,922-70.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 46.90% | 620.88%-574.0pp | 359.55%-312.6pp | 561.29%-514.4pp |
| Employer contribution / active EE | $5,865 | $3,311+77.1% | $2,685+118.4% | $4,660+25.9% |
| Participant deferral / active EE | $11,492 | $5,162+122.6% | $4,255+170.1% | $6,688+71.8% |
| Admin fee / account holder | $116 | $8,467-98.6% | $6,467-98.2% | $13,397-99.1% |