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 6-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 | $81,676 | $118,680-31.2% | $98,907-17.4% | $158,922-48.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 43.21% | 372.35%-329.1pp | 196.43%-153.2pp | 302.83%-259.6pp |
| Employer contribution / active EE | $5,043 | $3,333+51.3% | $2,689+87.5% | $4,761+5.9% |
| Participant deferral / active EE | $8,684 | $5,088+70.7% | $4,244+104.6% | $5,982+45.2% |
| Admin fee / account holder | $47 | $10,131-99.5% | $6,642-99.3% | $11,246-99.6% |