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 3-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 | $47,609 | $185,822-74.4% | $169,993-72.0% | $139,434-65.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.45% | 60.50%-45.1pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $16,004 | $7,590+110.9% | $6,785+135.9% | $4,751+236.9% |
| Participant deferral / active EE | $16,939 | $11,622+45.7% | $10,408+62.8% | $6,710+152.4% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |