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 | $45,762 | $214,378-78.7% | $200,582-77.2% | $142,382-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.02% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,922 | $6,841-57.3% | $6,419-54.5% | $4,299-32.0% |
| Participant deferral / active EE | $5,287 | $9,865-46.4% | $9,331-43.3% | $6,507-18.7% |
| Admin fee / account holder | $87 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |