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 | $46,057 | $124,319-63.0% | $111,297-58.6% | $167,490-72.5% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 50.67% | 37.44%+13.2pp | 54.65%-4.0pp | 478.56%-427.9pp |
| Employer contribution / active EE | $8,131 | $3,435+136.7% | $2,731+197.7% | $4,837+68.1% |
| Participant deferral / active EE | $2,665 | $5,180-48.6% | $4,487-40.6% | $6,341-58.0% |
| Admin fee / account holder | $225 | $10,618-97.9% | $7,964-97.2% | $12,309-98.2% |