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 | $45,959 | $177,572-74.1% | $154,803-70.3% | $142,382-67.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.06% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $6,002 | $4,810+24.8% | $4,305+39.4% | $4,299+39.6% |
| Participant deferral / active EE | $9,679 | $6,272+54.3% | $5,540+74.7% | $6,507+48.7% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |