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 5-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 | $46,824 | $105,126-55.5% | $94,646-50.5% | $139,434-66.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 45.44% | 38.03%+7.4pp | 156.71%-111.3pp | 372.94%-327.5pp |
| Employer contribution / active EE | $9,325 | $4,106+127.1% | $3,672+153.9% | $4,751+96.3% |
| Participant deferral / active EE | $16,024 | $7,599+110.9% | $7,418+116.0% | $6,710+138.8% |
| Admin fee / account holder | $40 | $8,984-99.6% | $7,231-99.4% | $11,403-99.6% |