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 | $54,817 | $214,378-74.4% | $200,582-72.7% | $142,382-61.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.68% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,327 | $6,841-66.0% | $6,419-63.7% | $4,299-45.9% |
| Participant deferral / active EE | $4,827 | $9,865-51.1% | $9,331-48.3% | $6,507-25.8% |
| Admin fee / account holder | $118 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |