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 | $46,169 | $159,602-71.1% | $150,045-69.2% | $142,382-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 50.37% | 70.24%-19.9pp | 62.55%-12.2pp | 217.08%-166.7pp |
| Employer contribution / active EE | $7,262 | $4,961+46.4% | $4,693+54.7% | $4,299+68.9% |
| Participant deferral / active EE | $19,201 | $8,310+131.1% | $7,997+140.1% | $6,507+195.1% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |