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 | $41,773 | $148,534-71.9% | $135,903-69.3% | $139,434-70.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.68% | 79.19%-43.5pp | 68.23%-32.6pp | 372.94%-337.3pp |
| Employer contribution / active EE | $7,550 | $5,243+44.0% | $4,856+55.5% | $4,751+58.9% |
| Participant deferral / active EE | $17,793 | $8,100+119.7% | $7,758+129.3% | $6,710+165.2% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |