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 4-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 | $47,649 | $175,202-72.8% | $149,673-68.2% | $139,434-65.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.50% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,322 | $5,474-75.9% | $4,818-72.6% | $4,751-72.2% |
| Participant deferral / active EE | $3,486 | $6,519-46.5% | $5,680-38.6% | $6,710-48.0% |
| Admin fee / account holder | $84 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |