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 3-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 | $47,018 | $148,534-68.3% | $135,903-65.4% | $139,434-66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.85% | 79.19%-39.3pp | 68.23%-28.4pp | 372.94%-333.1pp |
| Employer contribution / active EE | $8,891 | $5,243+69.6% | $4,856+83.1% | $4,751+87.1% |
| Participant deferral / active EE | $20,810 | $8,100+156.9% | $7,758+168.2% | $6,710+210.1% |
| Admin fee / account holder | $107 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |