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 | $48,607 | $148,534-67.3% | $135,903-64.2% | $139,434-65.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.06% | 79.19%-51.1pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $18,340 | $5,243+249.8% | $4,856+277.7% | $4,751+286.0% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $276 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |