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 6-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 | $37,811 | $185,822-79.7% | $169,993-77.8% | $139,434-72.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.53% | 60.50%-38.0pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,330 | $7,590-43.0% | $6,785-36.2% | $4,751-8.9% |
| Participant deferral / active EE | $5,291 | $11,622-54.5% | $10,408-49.2% | $6,710-21.1% |
| Admin fee / account holder | $47 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |