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 | $47,534 | $185,822-74.4% | $169,993-72.0% | $139,434-65.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.52% | 60.50%-31.0pp | 53.37%-23.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $6,699 | $7,590-11.7% | $6,785-1.3% | $4,751+41.0% |
| Participant deferral / active EE | $14,481 | $11,622+24.6% | $10,408+39.1% | $6,710+115.8% |
| Admin fee / account holder | $128 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |