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 | $18,373 | $69,207-73.5% | $64,056-71.3% | $139,434-86.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.35% | 45.88%-0.5pp | 33.69%+11.7pp | 372.94%-327.6pp |
| Employer contribution / active EE | $6,325 | $3,182+98.8% | $2,747+130.3% | $4,751+33.1% |
| Participant deferral / active EE | $2,892 | $4,682-38.2% | $3,880-25.5% | $6,710-56.9% |
| Admin fee / account holder | $30 | $4,244-99.3% | $3,068-99.0% | $11,403-99.7% |