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 6-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 | $48,582 | $176,812-72.5% | $146,665-66.9% | $167,490-71.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.15% | 24.03%-8.9pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,930 | $5,160-62.6% | $4,136-53.3% | $4,837-60.1% |
| Participant deferral / active EE | $4,311 | $6,440-33.1% | $5,506-21.7% | $6,341-32.0% |
| Admin fee / account holder | $4 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |