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 | $41,335 | $148,534-72.2% | $135,903-69.6% | $139,434-70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.86% | 79.19%-50.3pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $4,273 | $5,243-18.5% | $4,856-12.0% | $4,751-10.1% |
| Participant deferral / active EE | $16,758 | $8,100+106.9% | $7,758+116.0% | $6,710+149.7% |
| Admin fee / account holder | $144 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |