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 | $60,277 | $149,040-59.6% | $120,225-49.9% | $137,256-56.1% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 16.06% | 605.68%-589.6pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,295 | $4,350-24.3% | $3,475-5.2% | $4,156-20.7% |
| Participant deferral / active EE | $5,164 | $4,655+11.0% | $3,999+29.2% | $6,407-19.4% |
| Admin fee / account holder | $226 | $6,348-96.4% | $5,696-96.0% | $12,270-98.2% |