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 10-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 | $53,583 | $209,411-74.4% | $178,490-70.0% | $158,922-66.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 48.84% | 188.75%-139.9pp | 151.07%-102.2pp | 302.83%-254.0pp |
| Employer contribution / active EE | $2,191 | $5,706-61.6% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $5,912 | $5,954-0.7% | $5,202+13.7% | $5,982-1.2% |
| Admin fee / account holder | $238 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |