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 8-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 | $50,700 | $172,111-70.5% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.33% | 69.37%-52.0pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,036 | $4,636-34.5% | $4,154-26.9% | $4,156-27.0% |
| Participant deferral / active EE | $5,274 | $6,166-14.5% | $5,453-3.3% | $6,407-17.7% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |