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 | $47,030 | $159,602-70.5% | $150,045-68.7% | $142,382-67.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.84% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,851 | $4,961+38.1% | $4,693+46.0% | $4,299+59.4% |
| Participant deferral / active EE | $11,418 | $8,310+37.4% | $7,997+42.8% | $6,507+75.5% |
| Admin fee / account holder | $271 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |