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 8-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 | $46,126 | $107,791-57.2% | $90,645-49.1% | $135,375-65.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 68.25% | -0.90%+69.2pp | 1.88%+66.4pp | 519.73%-451.5pp |
| Employer contribution / active EE | $23,512 | $3,018+679.1% | $2,532+828.7% | $4,779+392.0% |
| Participant deferral / active EE | $3,536 | $3,872-8.7% | $3,425+3.3% | $5,609-37.0% |
| Admin fee / account holder | $166 | $5,930-97.2% | $4,994-96.7% | $10,827-98.5% |