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 | $54,293 | $159,602-66.0% | $150,045-63.8% | $142,382-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.48% | 70.24%-42.8pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $14,506 | $4,961+192.4% | $4,693+209.1% | $4,299+237.4% |
| Participant deferral / active EE | $18,926 | $8,310+127.7% | $7,997+136.7% | $6,507+190.9% |
| Admin fee / account holder | $119 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |