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 9-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 | $42,844 | $165,912-74.2% | $122,332-65.0% | $147,584-71.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.12% | 34.55%-18.4pp | 30.27%-14.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,438 | $5,754-57.6% | $4,050-39.8% | $4,876-50.0% |
| Participant deferral / active EE | $4,706 | $4,005+17.5% | $3,287+43.2% | $5,439-13.5% |
| Admin fee / account holder | $95 | $7,424-98.7% | $5,478-98.3% | $10,885-99.1% |