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 5-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 | $49,919 | $138,044-63.8% | $125,339-60.2% | $134,475-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.19% | 750.33%-733.1pp | 572.05%-554.9pp | 417.96%-400.8pp |
| Employer contribution / active EE | $4,475 | $5,243-14.7% | $4,814-7.0% | $4,740-5.6% |
| Participant deferral / active EE | $8,101 | $7,799+3.9% | $7,446+8.8% | $6,400+26.6% |
| Admin fee / account holder | $99 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |