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 | $47,037 | $159,901-70.6% | $146,958-68.0% | $145,922-67.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,451 | $5,286-34.7% | $4,933-30.0% | $4,660-25.9% |
| Participant deferral / active EE | $5,065 | $8,428-39.9% | $8,070-37.2% | $6,688-24.3% |
| Admin fee / account holder | $70 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |