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 | $47,251 | $180,449-73.8% | $154,107-69.3% | $135,375-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.88% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $15,724 | $6,035+160.5% | $5,298+196.8% | $4,779+229.0% |
| Participant deferral / active EE | $16,056 | $5,806+176.5% | $5,081+216.0% | $5,609+186.3% |
| Admin fee / account holder | $47 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |