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 7-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 | $48,499 | $165,335-70.7% | $149,696-67.6% | $158,922-69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 44.08% | 348.15%-304.1pp | 276.60%-232.5pp | 302.83%-258.8pp |
| Employer contribution / active EE | $3,781 | $5,103-25.9% | $4,644-18.6% | $4,761-20.6% |
| Participant deferral / active EE | $13,437 | $7,181+87.1% | $6,842+96.4% | $5,982+124.6% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |