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 | $47,880 | $91,552-47.7% | $133,956-64.3% | $79,858-40.0% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 488.15% | 61.85%+426.3pp | 45.09%+443.1pp | 31.71%+456.4pp |
| Employer contribution / active EE | $796 | $2,384-66.6% | $3,919-79.7% | $2,471-67.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $170 | $6,321-97.3% | $8,927-98.1% | $5,306-96.8% |