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 8-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 | $47,442 | $78,422-39.5% | $95,952-50.6% | $79,858-40.6% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 57.72% | 19.37%+38.3pp | 91.61%-33.9pp | 31.71%+26.0pp |
| Employer contribution / active EE | $775 | $1,945-60.2% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $291 | $5,622-94.8% | $6,795-95.7% | $5,306-94.5% |