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 9-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 | $47,346 | $115,770-59.1% | $101,248-53.2% | $158,922-70.2% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 19.63% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,332 | $4,175+3.8% | $3,660+18.4% | $4,761-9.0% |
| Participant deferral / active EE | $4,884 | $4,957-1.5% | $4,370+11.8% | $5,982-18.4% |
| Admin fee / account holder | $144 | $7,245-98.0% | $5,945-97.6% | $11,246-98.7% |