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 | $51,597 | $111,724-53.8% | $93,606-44.9% | $145,922-64.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.96% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,880 | $3,090+90.3% | $2,420+143.0% | $4,660+26.2% |
| Participant deferral / active EE | $7,200 | $4,912+46.6% | $4,411+63.2% | $6,688+7.7% |
| Admin fee / account holder | $123 | $10,250-98.8% | $8,285-98.5% | $13,397-99.1% |