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 | $57,430 | $210,648-72.7% | $177,989-67.7% | $145,922-60.6% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.57% | 385.86%-367.3pp | 294.48%-275.9pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,104 | $4,565-75.8% | $3,949-72.1% | $4,660-76.3% |
| Participant deferral / active EE | $5,688 | $6,958-18.2% | $6,276-9.4% | $6,688-14.9% |
| Admin fee / account holder | $148 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |