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 | $44,183 | $148,534-70.3% | $135,903-67.5% | $139,434-68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.72% | 79.19%-46.5pp | 68.23%-35.5pp | 372.94%-340.2pp |
| Employer contribution / active EE | $2,622 | $5,243-50.0% | $4,856-46.0% | $4,751-44.8% |
| Participant deferral / active EE | $6,371 | $8,100-21.3% | $7,758-17.9% | $6,710-5.0% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |