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 6-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 | $44,271 | $148,534-70.2% | $135,903-67.4% | $139,434-68.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,866 | $5,243-26.3% | $4,856-20.4% | $4,751-18.6% |
| Participant deferral / active EE | $4,805 | $8,100-40.7% | $7,758-38.1% | $6,710-28.4% |
| Admin fee / account holder | $198 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |