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 | $41,207 | $132,634-68.9% | $115,768-64.4% | $137,256-70.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 90.77% | 160.70%-69.9pp | 100.46%-9.7pp | 220.34%-129.6pp |
| Employer contribution / active EE | $8,068 | $3,360+140.1% | $2,940+174.4% | $4,156+94.1% |
| Participant deferral / active EE | $14,570 | $5,619+159.3% | $4,917+196.3% | $6,407+127.4% |
| Admin fee / account holder | $278 | $15,028-98.2% | $12,439-97.8% | $12,270-97.7% |