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 5-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 | $42,882 | $148,534-71.1% | $135,903-68.4% | $139,434-69.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.50% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,731 | $5,243-28.8% | $4,856-23.2% | $4,751-21.5% |
| Participant deferral / active EE | $12,632 | $8,100+56.0% | $7,758+62.8% | $6,710+88.3% |
| Admin fee / account holder | $254 | $12,400-98.0% | $10,762-97.6% | $11,403-97.8% |