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 | $47,630 | $96,635-50.7% | $86,612-45.0% | $139,434-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.73% | 106.41%-82.7pp | 591.07%-567.3pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,941 | $3,263-9.9% | $3,022-2.7% | $4,751-38.1% |
| Participant deferral / active EE | $5,548 | $4,836+14.7% | $4,438+25.0% | $6,710-17.3% |
| Admin fee / account holder | $257 | $6,408-96.0% | $5,614-95.4% | $11,403-97.7% |