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 4-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 | $42,636 | $214,378-80.1% | $200,582-78.7% | $142,382-70.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.00% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,942 | $6,841-57.0% | $6,419-54.2% | $4,299-31.6% |
| Participant deferral / active EE | $11,859 | $9,865+20.2% | $9,331+27.1% | $6,507+82.2% |
| Admin fee / account holder | $271 | $17,692-98.5% | $16,305-98.3% | $12,624-97.9% |