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 | $39,980 | $185,822-78.5% | $169,993-76.5% | $139,434-71.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.02% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $9,267 | $7,590+22.1% | $6,785+36.6% | $4,751+95.1% |
| Participant deferral / active EE | $3,674 | $11,622-68.4% | $10,408-64.7% | $6,710-45.3% |
| Admin fee / account holder | $164 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |