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 | $46,266 | $126,574-63.4% | $106,213-56.4% | $145,922-68.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.30% | 224.79%-205.5pp | 116.14%-96.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $8,186 | $3,730+119.4% | $3,171+158.1% | $4,660+75.7% |
| Participant deferral / active EE | $9,765 | $5,724+70.6% | $5,016+94.7% | $6,688+46.0% |
| Admin fee / account holder | $18 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |