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 | $76,072 | $177,572-57.2% | $154,803-50.9% | $142,382-46.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $8,567 | $4,810+78.1% | $4,305+99.0% | $4,299+99.3% |
| Participant deferral / active EE | $22,253 | $6,272+254.8% | $5,540+301.6% | $6,507+242.0% |
| Admin fee / account holder | $159 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |