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 | $52,746 | $105,126-49.8% | $94,646-44.3% | $139,434-62.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 38.32% | 38.03%+0.3pp | 156.71%-118.4pp | 372.94%-334.6pp |
| Employer contribution / active EE | $3,802 | $4,106-7.4% | $3,672+3.5% | $4,751-20.0% |
| Participant deferral / active EE | $15,938 | $7,599+109.7% | $7,418+114.8% | $6,710+137.5% |
| Admin fee / account holder | $60 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |