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 | $65,242 | $108,919-40.1% | $100,391-35.0% | $145,922-55.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,904 | $4,419+11.0% | $3,942+24.4% | $4,660+5.2% |
| Participant deferral / active EE | $8,300 | $8,445-1.7% | $8,082+2.7% | $6,688+24.1% |
| Admin fee / account holder | $72 | $9,689-99.3% | $7,899-99.1% | $13,397-99.5% |