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 5-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 | $47,632 | $99,877-52.3% | $84,966-43.9% | $145,922-67.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 83.76%-65.1pp | 66.38%-47.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,817 | $3,231+49.1% | $2,727+76.7% | $4,660+3.4% |
| Participant deferral / active EE | $8,207 | $5,291+55.1% | $4,519+81.6% | $6,688+22.7% |
| Admin fee / account holder | $278 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |