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 9-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 | $69,800 | $183,592-62.0% | $155,567-55.1% | $145,959-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $5,486 | $5,315+3.2% | $4,674+17.4% | $4,661+17.7% |
| Participant deferral / active EE | $6,571 | $6,464+1.7% | $5,628+16.8% | $6,689-1.8% |
| Admin fee / account holder | $170 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |