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 | $45,543 | $185,822-75.5% | $169,993-73.2% | $139,434-67.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.64% | 60.50%-37.9pp | 53.37%-30.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,334 | $7,590-69.2% | $6,785-65.6% | $4,751-50.9% |
| Participant deferral / active EE | $6,523 | $11,622-43.9% | $10,408-37.3% | $6,710-2.8% |
| Admin fee / account holder | $112 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |