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 | $47,815 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,090 | $4,961-17.5% | $4,693-12.9% | $4,299-4.9% |
| Participant deferral / active EE | $4,090 | $8,310-50.8% | $7,997-48.9% | $6,507-37.1% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |