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 | $47,118 | $176,056-73.2% | $159,436-70.4% | $167,490-71.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,254 | $5,297-19.7% | $4,829-11.9% | $4,837-12.1% |
| Participant deferral / active EE | $10,470 | $7,750+35.1% | $7,352+42.4% | $6,341+65.1% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |