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 | $54,859 | $109,881-50.1% | $150,045-63.4% | $84,808-35.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.21% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,253 | $3,561-36.7% | $4,693-52.0% | $2,631-14.4% |
| Participant deferral / active EE | $7,359 | $6,636+10.9% | $7,997-8.0% | $4,212+74.7% |
| Admin fee / account holder | $227 | $8,568-97.4% | $13,435-98.3% | $7,344-96.9% |