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 | $48,017 | $201,272-76.1% | $184,203-73.9% | $145,922-67.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.04% | 29.00%+10.0pp | 28.81%+10.2pp | 561.29%-522.2pp |
| Employer contribution / active EE | $3,994 | $7,022-43.1% | $6,427-37.9% | $4,660-14.3% |
| Participant deferral / active EE | $13,693 | $9,806+39.6% | $9,131+50.0% | $6,688+104.7% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |