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 | $48,820 | $214,378-77.2% | $200,582-75.7% | $142,382-65.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.06% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,824 | $6,841-58.7% | $6,419-56.0% | $4,299-34.3% |
| Participant deferral / active EE | $6,245 | $9,865-36.7% | $9,331-33.1% | $6,507-4.0% |
| Admin fee / account holder | $38 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |