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 | $45,672 | $148,534-69.3% | $135,903-66.4% | $139,434-67.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.49% | 79.19%-50.7pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $11,245 | $5,243+114.5% | $4,856+131.6% | $4,751+136.7% |
| Participant deferral / active EE | $6,300 | $8,100-22.2% | $7,758-18.8% | $6,710-6.1% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |