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 | $48,090 | $183,519-73.8% | $155,509-69.1% | $145,922-67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,839 | $5,313-46.6% | $4,672-39.2% | $4,660-39.1% |
| Participant deferral / active EE | $6,993 | $6,462+8.2% | $5,626+24.3% | $6,688+4.6% |
| Admin fee / account holder | $164 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |