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 | $52,342 | $154,228-66.1% | $145,433-64.0% | $137,256-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.94% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $16,974 | $4,804+253.3% | $4,554+272.7% | $4,156+308.4% |
| Participant deferral / active EE | $16,974 | $8,216+106.6% | $7,897+114.9% | $6,407+164.9% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |