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 | $44,268 | $197,591-77.6% | $177,821-75.1% | $158,922-72.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 103.31% | 58.76%+44.6pp | 48.32%+55.0pp | 302.83%-199.5pp |
| Employer contribution / active EE | $13,121 | $6,697+95.9% | $5,918+121.7% | $4,761+175.6% |
| Participant deferral / active EE | $12,719 | $8,405+51.3% | $7,714+64.9% | $5,982+112.6% |
| Admin fee / account holder | $136 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |