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 4-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 | $50,611 | $214,378-76.4% | $200,582-74.8% | $142,382-64.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.65% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,001 | $6,841-41.5% | $6,419-37.7% | $4,299-6.9% |
| Participant deferral / active EE | $8,832 | $9,865-10.5% | $9,331-5.3% | $6,507+35.7% |
| Admin fee / account holder | $181 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |