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 | $47,817 | $81,460-41.3% | $103,333-53.7% | $80,856-40.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.05% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,387 | $3,105+73.5% | $3,868+39.3% | $2,755+95.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $289 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |