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 4-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 | $50,372 | $111,535-54.8% | $105,223-52.1% | $137,256-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.50% | 237.85%-208.4pp | 180.65%-151.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $3,315 | $3,939-15.8% | $3,689-10.1% | $4,156-20.2% |
| Participant deferral / active EE | $6,186 | $5,500+12.5% | $5,072+22.0% | $6,407-3.4% |
| Admin fee / account holder | $32 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |