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 | $47,351 | $210,698-77.5% | $178,014-73.4% | $145,959-67.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.57% | 386.27%-376.7pp | 294.80%-285.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,128 | $4,567-53.4% | $3,950-46.1% | $4,661-54.3% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,689+82.4% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |