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 | $101,651 | $148,534-31.6% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 99.49% | 79.19%+20.3pp | 68.23%+31.3pp | 372.94%-273.4pp |
| Employer contribution / active EE | $8,121 | $5,243+54.9% | $4,856+67.2% | $4,751+70.9% |
| Participant deferral / active EE | $13,522 | $8,100+66.9% | $7,758+74.3% | $6,710+101.5% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |