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 | $53,692 | $177,572-69.8% | $154,803-65.3% | $142,382-62.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.38% | 65.07%-36.7pp | 58.88%-30.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,817 | $4,810-41.4% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $26,708 | $6,272+325.9% | $5,540+382.1% | $6,507+310.4% |
| Admin fee / account holder | $132 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |