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 | $47,048 | $159,901-70.6% | $146,958-68.0% | $145,922-67.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.98% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,863 | $5,286-8.0% | $4,933-1.4% | $4,660+4.4% |
| Participant deferral / active EE | $18,989 | $8,428+125.3% | $8,070+135.3% | $6,688+183.9% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |