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 | $39,608 | $148,534-73.3% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.79% | 79.19%-46.4pp | 68.23%-35.4pp | 372.94%-340.2pp |
| Employer contribution / active EE | $6,514 | $5,243+24.2% | $4,856+34.1% | $4,751+37.1% |
| Participant deferral / active EE | $18,702 | $8,100+130.9% | $7,758+141.1% | $6,710+178.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |