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 8-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 | $48,010 | $148,534-67.7% | $135,903-64.7% | $139,434-65.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.99% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $6,328 | $5,243+20.7% | $4,856+30.3% | $4,751+33.2% |
| Participant deferral / active EE | $7,464 | $8,100-7.8% | $7,758-3.8% | $6,710+11.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |