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 3-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 | $47,369 | $148,534-68.1% | $135,903-65.1% | $139,434-66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.63% | 79.19%-54.6pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $13,933 | $5,243+165.7% | $4,856+186.9% | $4,751+193.3% |
| Participant deferral / active EE | $13,933 | $8,100+72.0% | $7,758+79.6% | $6,710+107.6% |
| Admin fee / account holder | $188 | $12,400-98.5% | $10,762-98.3% | $11,403-98.3% |