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 | $45,489 | $183,519-75.2% | $155,509-70.7% | $145,922-68.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.23% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,810 | $5,313-65.9% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $4,448 | $6,462-31.2% | $5,626-20.9% | $6,688-33.5% |
| Admin fee / account holder | $23 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |