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 | $50,897 | $108,919-53.3% | $100,391-49.3% | $145,922-65.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.77% | 57.88%-38.1pp | 49.20%-29.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,090 | $4,419-7.5% | $3,942+3.8% | $4,660-12.2% |
| Participant deferral / active EE | $14,480 | $8,445+71.5% | $8,082+79.2% | $6,688+116.5% |
| Admin fee / account holder | $253 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |