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 5-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 | $43,913 | $214,378-79.5% | $200,582-78.1% | $142,382-69.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.32% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,291 | $6,841-51.9% | $6,419-48.7% | $4,299-23.4% |
| Participant deferral / active EE | $4,462 | $9,865-54.8% | $9,331-52.2% | $6,507-31.4% |
| Admin fee / account holder | $75 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |