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 | $53,171 | $185,822-71.4% | $169,993-68.7% | $139,434-61.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.26% | 60.50%-38.2pp | 53.37%-31.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $7,873 | $7,590+3.7% | $6,785+16.0% | $4,751+65.7% |
| Participant deferral / active EE | $9,400 | $11,622-19.1% | $10,408-9.7% | $6,710+40.1% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |