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 7-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 | $45,538 | $108,172-57.9% | $77,482-41.2% | $158,922-71.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 33.31% | 31.67%+1.6pp | 54.79%-21.5pp | 302.83%-269.5pp |
| Employer contribution / active EE | $11,919 | $1,325+799.6% | $986+1108.3% | $4,761+150.3% |
| Participant deferral / active EE | $9,969 | $2,456+305.9% | $1,861+435.6% | $5,982+66.6% |
| Admin fee / account holder | $155 | $3,708-95.8% | $2,858-94.6% | $11,246-98.6% |