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 | $47,675 | $214,378-77.8% | $200,582-76.2% | $142,382-66.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.15% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,026 | $6,841-41.2% | $6,419-37.3% | $4,299-6.4% |
| Participant deferral / active EE | $9,658 | $9,865-2.1% | $9,331+3.5% | $6,507+48.4% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |