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 | $49,882 | $214,378-76.7% | $200,582-75.1% | $142,382-65.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.60% | 46.41%-22.8pp | 42.33%-18.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,249 | $6,841-52.5% | $6,419-49.4% | $4,299-24.4% |
| Participant deferral / active EE | $12,001 | $9,865+21.7% | $9,331+28.6% | $6,507+84.4% |
| Admin fee / account holder | $106 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |