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 | $43,147 | $185,822-76.8% | $169,993-74.6% | $139,434-69.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.15% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,430 | $7,590-15.3% | $6,785-5.2% | $4,751+35.3% |
| Participant deferral / active EE | $12,180 | $11,622+4.8% | $10,408+17.0% | $6,710+81.5% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |